Joann
Lee

J.P. Morgan Securities LLC

CRD#4805008
Investment Advisor
in Arcadia, CA
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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

Series 63, Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

60 E. Huntington Drive
Arcadia, CA 91006

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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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.

2018 - Present (1 year)

Novum Home Solution Inc

2018 - Present (1 year)

Jp Morgan Chase Bank, N.A

2012 - Present (7 years)

J.P. Morgan Securities LLC

2012 - 2012 (< 1 year)

Jeunesse Global

2010 - 2010 (< 1 year)

Wells Fargo

2010 - 2018 (8 years)

Jpmorgan Chase Bank Na

2010 - 2012 (2 years)

Chase Investment Services Corp

2010 - 2014 (4 years)

Lush Shea

2009 - 2010 (1 year)

Joann Lee (Self Employed)

2004 - 2009 (5 years)

Metlife

2004 - 2009 (5 years)

Metlife Sec

Disclosures

Joann Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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