Wing Yin
Lee

J.P. Morgan Securities LLC

CRD#6758530
Investment Advisor
in Palo Alto, CA

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About this Advisor

Wing Yin Lee is a chartered financial analyst based out of Palo Alto, California, who has been in the industry for 12 years. Lee is on the advisory team at J.P. Morgan Securities LLC. Lee has gained experience at Fidelity Investments, Fidelity Personal And Workplace Advisors, Strategic Advisers LLC, Jp Morgan Securities, LLC and Jp Morgan Chase Bank, N.A. Lee holds a Series 63 license, which qualifies them as a securities broker, and can serve investors in California and Texas. J.P. Morgan Securities LLC is a registered investment firm operating out of Palo Alto, California. It has offices in 5,128 locations and a total of 7,383 employees. It handles $130 billion in assets among its 602,419 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 264 charitable organizations. Of its 602,419 accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

855 El Camino Real, Bldg 2, Ste 67
Palo Alto, CA 94301

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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

Wing Yin Lee Work History

Wing Yin has 13 years of experience.

2019 - Present (1 year)

Jp Morgan Securities, LLC

2019 - Present (1 year)

Jp Morgan Chase Bank, N.A

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2017 - 2019 (2 years)

Fidelity Investments

2017 - 2018 (1 year)

Strategic Advisers LLC

Disclosures

Wing Yin Lee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Julia Ackerman
Columbus, OH
Nicole Dunbar
Harvey, LA
Roberto Lopez Araiza
Houston, TX
Hernando Martinez
San Antonio, TX
Brandon Greene
Valley Stream, NY
Santrea Sanders
San Antonio, TX
Caren Malitsky
New York, NY

This content was compiled from the SEC and FINRA.

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