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Amy Jo Lee

General Counsel, Secretary, And Sr. Managing DirectorGuggenheim Funds Investment Advisors, LLCCRD 1161869

About Amy Jo Lee

Amy Jo Lee is listed as General Counsel, Secretary, And Sr. Managing Director at Guggenheim Funds Investment Advisors, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%. Amy Jo Lee is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Guggenheim Funds Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Amy Jo Lee work?

Amy Jo Lee is listed as General Counsel, Secretary, And Sr. Managing Director at Guggenheim Funds Investment Advisors, LLC on SEC Form ADV.

How much of Guggenheim Funds Investment Advisors, LLC does Amy Jo Lee own?

Form ADV reports a beneficial ownership band of Under 5%.

Guggenheim Funds Investment Advisors, LLC

TitleGeneral Counsel, Secretary, And Sr. Managing Director
OwnershipUnder 5%
Control personYes
Since2013

Security Investors, LLC

TitleGeneral Counsel, Secretary, And Sr. Managing Director
OwnershipUnder 5%
Control personYes
Since1996

Guggenheim Funds Distributors, LLC

TitleGeneral Counsel, Secretary, And Senior Managing Director
OwnershipUnder 5%
Control personYes
Since2013