J.P. Morgan Securities LLC
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About this Advisor
Joann Lee is a financial advisor operating out of Arcadia, California, with a total of 14 years of professional experience. Lee is an employee of J.P. Morgan Securities LLC. During their career, Lee has held roles at Metlife, Metlife Sec, Joann Lee (Self Employed), Wells Fargo, Jpmorgan Chase Bank Na, Chase Investment Services Corp, Novum Home Solution Inc, Lush Shea, Jeunesse Global and J.P. Morgan Securities LLC. Lee holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in California and Texas. J.P. Morgan Securities LLC is a registered investment firm headquartered in Arcadia, California. It has offices in 5,365 locations and a total of 5,713 advisors. It oversees $113 billion in assets among its 505,984 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 190 charities and foundations. Of its 505,984 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on the financial services provided. Fees charged by J.P. Morgan Securities LLC likely include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joann Lee Work History
Joann has 14 years of experience.
Novum Home Solution Inc
Jp Morgan Chase Bank, N.A
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Chase Investment Services Corp
Joann Lee (Self Employed)
Joann Lee has no disclosures.
Please visit their SEC profile for more details.