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Jonas Lee

Jonas Lee

Founding Partner

Jonas Lee has been a licensed securities professional since 1984. Over a 40-year career, his practice has focused on serving the financial needs of business owners and physicians. His long-standing reputation as a trusted advisor continues on through his association with AWAIM®, since its establishment in 2012. Jonas serves as a Member of the Investment Committee, and earned a B.S. in Marketing from California State University, Northridge.