J.P. Morgan Securities LLC
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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
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
Wing Yin Lee Work History
Wing Yin has 13 years of experience.
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Fidelity Personal And Workplace Advisors
Strategic Advisers LLC
Wing Yin Lee has no disclosures.
Please visit their SEC profile for more details.
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