Jae Lee
Private Wealth Advisor
Jae Lee is a Private Wealth Advisor for Stonemark Wealth Management. Jae works closely with clients to help build clarity, confidence, and financial goals.
Jae began his financial career on the Client Services team at Stonemark Wealth Management, where he focused on identifying clear understandings of client's needs. He then shifted his role towards advising after earning the Series 65 Securities License.
Born in Korea, Jae immigrated to the United States in the early 2000’s. He is fluent in Korean.
As a prior golf professional, Jae likes to spend his spare time on the golf course.
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