Adviser and broker representative · M1 Advisory
Jieun Lee
CRD 7126205 · Chicago, IL
At a glance
Jieun Lee is an investment adviser representative with M1 Advisory in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jieun’s SEC record dates to 2020, about 5 years ago. Jieun is also registered as a broker representative.
Current advisory firm
- M1 AdvisorySince April 2024Chicago, IL · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jieun’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.