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Chief Compliance Officer · CE Investment Management, LLC

Jonathan D. Lee

CRD 6824424 · Named on Form ADV at 4 SEC-registered advisers

At a glance

CE Investment Management, LLC, an SEC-registered asset manager based in Oklahoma City, OK with $5.9 billion in regulatory assets, lists Jonathan D. Lee on its Form ADV as Chief Compliance Officer. The SEC filings also name Jonathan at 3 other registered advisers.

Firms and roles

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Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.