J.P. Morgan Securities LLC
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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
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
Christopher Lee Work History
Christopher has 11 years of experience.
Chatham Homeowners Association
J.P. Morgan Securities LLC
Jsk Capital Partners Pte. LTD
Merrill Lynch, Pierce, Fenner & Smith Inc
Citigroup Global Markets Inc
Christopher Lee has no disclosures.
Please visit their SEC profile for more details.