Jing Lee

Jing Lee

Wealth Management Advisor

  • RICP®
  • CA License: #0F32762

1190 Saratoga Ave, Suite 250
San Jose, CA 95129

408-535-5737Visit my website
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About my practice

I started my career at Northwestern Mutual in 2006 after finishing at UCLA where I studied Math-Economics. My wife, a technical recruiter at Facebook, and I reside in Cupertino with our 3 year old son. I strive to be a strategic partner working with both beginner & knowledgeable investors, time-pressed individuals & business owners in all their life stages to build a holistic financial plan.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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