John Chung Lee
Professional Summary
John Chung Lee, who also goes by John Lee, is a registered financial advisor currently at IRIS ADVISORS located in New York, New York. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 2 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Lee
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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
IRIS ADVISORS | IRIS ADVISORS, LLC
Contact Information
Main Address
244 Fifth Ave #2809, New York, NY 10001-7604Phone Number
(877) 230-4932# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$26,139,114Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/7/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Chung Lee's CRS (Customer Relationship Summary).
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