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.