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Jae L
Series 65
Rancho Palos Verdes, CA
Wealth Teams Alliance
Jae Lee is a Series 65-licensed financial advisor with Wealth Teams Alliance in Rancho Palos Verdes, CA, bringing eight years of industry experience. He previously worked at Alphastar Capital Management, LLC and serves as a director at Good Life Advisors, LLC, an entity involved in insurance, financial education, and real estate investment, though it is not currently active. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, offering retirement plan services and a wrap fee program that integrates planning, consulting, and implementation referrals. The firm uses technical analysis and incorporates both long- and short-term investment strategies, including certain DFA mutual funds and AI analytic tools.
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