Jae Lee

Jae Lee Headshot

Jae Lee

Sales Supervisor

Concorde Asset Management

Concorde Investment Services

Jae has over 13 years’ experience in the financial services industry. In his current role as a Sales Supervisor, he assists registered financial professionals and their staff with submitting new business, helping them comply with firm and regulatory policies, and serves as a general point-of-contact for Concorde Investment Services.

Prior to Concorde, he served as a Designated Principal, Branch Auditor, and a Surveillance Analyst at Triad Advisors. He also spent five years at ETrade Financial as a Registered Representative assisting clients and other representatives in multiple departments, including the Cost Basis/Tax Team, Research & Resolution, and Customer Service. Jae originally started in the industry in 2007 with Ameriprise Financial as a Registered Financial Professional.

He holds a Bachelor of Science from Augusta University and hold several securities licenses, including the Series 7, Series 63, Series 65, and Series 24.

Jae has a wife, Min Son, and an infant daughter, Michelle, and resides near Atlanta, GA. In his free time, he enjoys outdoor activities, including trail running, mountain biking, and camping.