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Jungyeal L

Series 65

Waldwick, NJ

Allmerits Asset, LLC

Jungyeal Lee is a financial advisor at Allmerits Asset, LLC with two years of industry experience. Lee holds a Series 65 designation and has worked at Allmerits since 2023. Outside of advising, Lee works as a software engineer and ABAP developer and is also licensed as an insurance agent in Waldwick, NJ. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm utilizes tactical and strategic asset-allocation strategies and employs third-party sub-advisers and platform tools to serve a broad client base, including substantial retirement-plan assets under advisement.

Tax-loss harvesting Passive / index investing ESG / Sustainable investing
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