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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

You've worked hard to accumulate your wealth; now you need those assets invested responsibly in a complex environment. The Consulting Group of Morgan Stanley Smith Barney, has developed a disciplined process that helps you design customized investment strategies that help you meet your personal needs. Working together, we can design a suitable asset allocation strategy, select appropriate investment managers and monitor results over time. A cornerstone of Consulting Group’s process is our in-depth research and evaluation of professional portfolio managers. Only those managers that pass our stringent research process are approved for use by our clients. In addition, we regularly evaluate those managers to help ensure they continue to meet our quality standards. If you would like more information about how Consulting Group’s investment process and our manager evaluation services can help you meet your needs, please contact me.

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
  • Join us December 1, 2009 at 4:00PM Eastern for the continuation in the series of conference calls on Taxes in America: Preparing for the New Reality, sponsored by Eaton Vance Investment Managers with Andy Friedman, a Washington expert and one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal and retirement policies. This month's topic: Gift and Estate Planning - Will the estate tax, in fact, disappear next year or will Congress act? What will the eff ect of any legislative action be on various gift and estate planning strategies, and how you should be preparing yourself? For more details, see brochures.

    Participant Dial in number: (866) 502–2159
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
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

How You Can Survive a Layoff (pdf)

Portfolio Management Group: Bringing Professional Money Management Closer to Home (pdf)

CD Rates (pdf)
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