• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JONATHAN JONG-TAE LEE
JONATHAN JONGTAE LEE
CRD#: 3062501
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 3000 EXECUTIVE PARKWAY
SUITE 400
SAN RAMON, CA 94583
Registration History
200620082010201220142016201820202022202420262 FIRMS2005 - 2010 (5 years)2 FIRMS2013 - 2025 (12 years)2 FIRMS2025 - Present (<1 year)BSAMMONS SECURITIES COMPANY, LLC (CRD# 115368)2010 - 2013 (2 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)2005 - 2006 (1 year)
License(s)

State Registrations

B
California 1/24/2025

IA
California 1/24/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
3000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Registered with this firm since 1/24/2025

B
OSAIC WEALTH, INC. (CRD#:23131)
3000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Registered with this firm since 1/24/2025

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/15/2013 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SAN RAMON, CA
B
01/15/2013 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SAN RAMON, CA
B
03/30/2010 - 01/08/2013 SAMMONS SECURITIES COMPANY, LLC (CRD#:115368) CONCORD, CA
IA
04/25/2005 - 02/12/2010 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) CAMPBELL, CA
B
02/11/2005 - 02/12/2010 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) CAMPBELL, CA
B
02/11/2005 - 06/06/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.