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John D Lee

MemberVantage Wealth Management, LLCCRD 5204771

About John D Lee

John D Lee is listed as Member at Vantage Wealth Management, LLC in San Mateo, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Vantage Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John D Lee work?

John D Lee is listed as Member at Vantage Wealth Management, LLC on SEC Form ADV.

How much of Vantage Wealth Management, LLC does John D Lee own?

Form ADV reports a beneficial ownership band of 10-25%.

Vantage Wealth Management, LLC

TitleMember
Ownership10-25%
Control personYes
Since2015