Christopher
Lee

J.P. Morgan Securities LLC

CRD#3076886
Investment Advisor
in New York, NY
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About this Advisor

Christopher Lee is a certified financial planner who works out of New York, New York, who has been in the advisory business for 11 years. Lee currently works for J.P. Morgan Securities LLC. The advisor has gained experience at Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Jsk Capital Partners Pte. LTD, J.P. Morgan Securities LLC, State Farm, Chatham Homeowners Association and Dpark Corporation. Lee holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Texas. J.P. Morgan Securities LLC is a registered investment company operating in New York, New York. The company has offices in 5,365 locations and a total of 5,713 people on staff. It controls $113 billion in assets under management between its 505,984 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 190 charitable organizations. Of its 505,984 customer accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets available to invest. J.P. Morgan Securities LLC has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on the financial services. However, fees charged by J.P. Morgan Securities LLC may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

349 5Th Avenue
New York, NY 10016

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY 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

Christopher Lee Work History

Christopher has 11 years of experience.

2018 - Present (1 year)

Dpark Corporation

2013 - Present (6 years)

Chatham Homeowners Association

2012 - Present (7 years)

J.P. Morgan Securities LLC

2012 - 2012 (< 1 year)

State Farm

2011 - 2012 (1 year)

Jsk Capital Partners Pte. LTD

2009 - 2011 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2009 (2 years)

Citigroup Global Markets Inc

Disclosures

Christopher 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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