Steven
Lee

J.P. Morgan Securities LLC

CRD#2338370
Investment Advisor
in New York, NY
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About this Advisor

Steven Lee is a certified financial planner who works in New York, New York. Currently an investment advisor at J.P. Morgan Securities LLC, Lee has 14 years of work experience. Lee maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lee is able to work with investors in New Jersey and Texas. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is located in New York, New York, and has 5,365 other offices in the country. As a company, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 client accounts and employs more than 5,713 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

770 Lexington Avenue
New York, NY 10065

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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

Steven Lee Work History

Steven has 14 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

2004 - 2009 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Steven 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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