Top Content Curve
Jae H. Lee
Jae H. Lee
Consulting Group
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
700 Spring Forest Road
Suite 200
Raleigh, NC 27609
tel: 919-877-2457
toll free: 800-648-5571
fax: 919-877-2500
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • North Raleigh Rotary Club
    Secretary
    Raleigh, NC
  • North Carolina Technology Association
    Raleigh, NC
  • University of Virginia Club of the Triangle
    Raleigh, NC
Education and Licensing
  • BS - Business, 2004
    University of Virginia
    Charlottesville, VA
  • Financial Planning Specialist Designation
  • Guided Portfolio Management Certification
  • Exchange Traded Fund Certification
  • Smith Barney Advisor Certified
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Variable Life, Variable Annuities & Long Term Care Insurance Licensed
Services
  • Asset Management
  • Retirement Planning
  • Wealth Management
  • Estate Planning
  • Financial Planning
  • 401k Rollovers
  • Long Term Care Insurance
  • Municipal Bonds
  • 529 Plans
  • Trust Services and Accounting
  • Stock Option Plans
  • Insurance Services
  • Qualified Retirement Plans
  • Corporate Retirement Plans
  • Planning for Special Needs Individuals
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Guided Portfolio Manager
    Raleigh, NC
  • 2004 - 2005: Intellenet
    Account Executive
    Santa Cruz, CA
Bulletin Board
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
  • Employing asset allocation within your investment portfolio is key to producing desired long-term returns and reducing undesired volatility.
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
Jae H. Lee is licensed in the following state(s): AL, CT, DC, NC, OH, PA, SC, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

The Smith Barney PULSE Monitor - Market Outlook (pdf)

How Much is Enough? Income and Cash Flow Planning (pdf)

Transitioning to Retirement (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]