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JL

Jaesun Lee

KBFG SECURITIES AMERICA
New York, NY 10019
Some features on this profile are disabled
CRD#: 7943642
JL

Professional summary

Jaesun Lee, who also goes by Avery Lee, is a registered financial professional currently at KBFG SECURITIES AMERICA INC. located in New York, New York.

Jaesun is registered as a RR (Registered Representative) and started their career in finance in 2025. Jaesun has worked at 1 firm and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Avery Lee

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jaesun Lee's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 22, 2025 - Present

KBFG SECURITIES AMERICA INC.

Office #1: 1370 Avenue Of The Americas, Suite 2700, New York, NY 10019
BD
CRD#: 39356
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/31/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

KS
KBFG SECURITIES AMERICA INC.
HYUNDAI SECURITIES (AMERICA) INC. | KBFG SECURITIES AMERICA INC.

CRD#: 39356 / SEC#: , 8-48651

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1370 Avenue Of The Americas, Suite 2700, New York, NY 10019
Mailing Address
1370 Avenue Of The Americas, Suite 2700, New York, NY 10019
Phone number
(212) 265-2333
Established
Delaware since 08/22/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
KB SECURITIES CO., LTD.OWNER
HAHN, SOONGHOGSP / CCO5399569
SIPINICK, KATHY EFREMFINOP, CFO3248100

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KBFG SECURITIES AMERICA INC.

CRD#: 39356New York, NY 10019

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