Client Associate in Millbrae Jonathan Lee
475 El Camino Real
Millbrae, CA 94030
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It is my pleasure to serve the financial needs of people in Millbrae, San Bruno, Castro and San Carlos. My experience in the financial industry started in 2016 and I became a Wealth Management Associate in 2019. I am fluent in Korean. California Insurance License #0L32685.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
In my free time, I enjoy spending time with friends/family, music and being outdoors.
Area of focus
Proactive client contact
Wealth team support
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.