Jae Lee

Jae Lee is an experienced financial services professional with a diverse background in compliance and sales supervision. Currently serving as Sales Supervisor at Concorde Investment Services since February 2021, Jae previously held the position of Home Office Principal II at Triad Advisors, overseeing Independent Financial Advisors and ensuring regulatory compliance. Jae's experience also includes roles as Compliance Auditor and Compliance Analyst at Triad Advisors, where responsibilities involved evaluating compliance with industry standards and conducting audits. Additionally, Jae has experience as a Registered Representative at E*TRADE, focusing on research and resolution. Jae holds a Bachelor of Science degree in Biology from the University of Georgia and a Bachelor of Science degree in Psychology from Augusta State University.