Back to Search Results
Jonathan Lee | Wealth Management Associate | Millbrae, CA | U.S. Bancorp Wealth Management

Client Associate in Millbrae Jonathan Lee

Wealth Management Associate
U.S. Bancorp Investments
Primary office
475 El Camino Real
Millbrae, CA 94030
Get Directions to 475 El Camino Real

Thank You

Your message has been sent to Jonathan Lee. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918
ABOUT ME

 

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

Client service

Research

Proactive client contact

Wealth team support

Administration

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.

Meet my team