Jang Won Lee
Professional summary
Jang Won Lee, who also goes by Jangwon Lee, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Jersey City, New Jersey and NYLIFE SECURITIES LLC located in Jersey City, New Jersey.
Jang Won is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jang Won has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jang Won Lee's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2014 - Present
EAGLE STRATEGIES LLC
September 24, 2008 - Present
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/21/2008)
(3/17/2016)
(9/27/2024)
(2/26/2016)
(8/3/2021)
(9/24/2008)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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