AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HL

Hyunjun Lee

ROOTN WEALTH MANAGEMENT
AUSTIN, TX 78750
CRD#: 8240658
Some features on this profile are disabled
HL
Hyunjun LeeROOTN WEALTH MANAGEMENT

Professional summary

Hyunjun Lee, who also goes by Jun Lee, is a registered financial advisor currently at ROOTN WEALTH MANAGEMENT, INC. located in Austin, Texas.

Hyunjun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Hyunjun has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jun 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) - RIA

Click below to view Hyunjun 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

June 3, 2026 - Present

ROOTN WEALTH MANAGEMENT, INC.

Office #1: 13785 Research Blvd Suite 125, Office 137, Austin, TX 78750
RIA
CRD#: 340886
AUSTIN, TX

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2026
Uniform Investment Adviser Law Examination

Current Firm

RW
ROOTN WEALTH MANAGEMENT, INC.
ROOTN WEALTH MANAGEMENT INC | ROOTN WEALTH MANAGEMENT, INC.

CRD#: 340886 / SEC#:

Texas
Registered Investment Advisory firm - (6/3/2026 Approved)
Loading...

Contact information

Main Address
13785 Research Blvd Suite 125, Office 137, Austin, TX 78750
Mailing Address
Phone number
(737) 296-0551
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ROOTN WEALTH MANAGEMENT, INC.

CRD#: 340886Austin, TX 78750

TRUST BUT VERIFY

Monitor Hyunjun Lee

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
AUSTIN, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
AUSTIN, TX
JR
James RushingAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
AUSTIN, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.