JL
JL

Joanna Lee

4 Years of Experience
Chicago, IL
Broker

Joanna Lee is a registered investment advisor at Blackrock Investment Management, LLC, based in Chicago, IL, with 4 years of industry experience. Joanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

227 West Monroe Street Suite 4300, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
January 2026 - Present · 4 mos
Blackrock Investments, LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
March 2022 - November 2025 · 3 yrs 8 mos
Sanford C. Bernstein & CO., LLCBroker
September 2020 - September 2021 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joanna Lee - Financial Advisor | TrueAdvisor