Jonas Lee
Aligne Wealth Advisors Investment Management (awaim) · Los Angeles, California
Jonas Lee is a fee-only financial advisor at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, California. Aligne Wealth Advisors Investment Management (awaim) reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Aligne Wealth Advisors Investment Management (awaim) |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $224.4M across 342 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1278761 |
| Exams passed | Series 66 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370 |
How Jonas's firm compares
- Aligne Wealth Advisors Investment Management (awaim)'s average account is about $656,000, from its Form ADV (assets managed divided by 342 accounts).
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Questions about Jonas
Is Jonas Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonas holds no broker registration, and Aligne Wealth Advisors Investment Management (awaim) reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonas charge for financial advice?
Jonas's firm, Aligne Wealth Advisors Investment Management (awaim), reports charging a percentage of assets on its SEC Form ADV.
Where is Jonas Lee based?
Jonas Lee is based in Los Angeles, California.
Is Jonas Lee registered with the SEC?
Yes. Jonas Lee is registered as an investment adviser representative in CA (CRD 1278761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aligne Wealth Advisors Investment Management (awaim) manage?
Aligne Wealth Advisors Investment Management (awaim) reports $224.4M across 342 accounts in assets under management.
How do I contact Jonas Lee?
Through Jonas's website, podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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