J.charles Lee, financial advisor Anderson SC
93 score

J.charles Lee

CRD Number: 1974382
Current Firm: Morgan Stanley

J.charles Lee (CRD# 1974382) is an Investment Advisor Representative working at Morgan Stanley in Anderson, SC and has over 27 years of experience in the finance industry.

Similar Advisors
Gregory Wales, financial advisor Anderson SC
Gregory A. Wales
CRD# 4201577
The Strategic Financial Alliance
Score
103
Similar Advisors
Michael Cruce, financial advisor Anderson SC
Michael M. Cruce
CRD# 2431696
Erisa Plan Services Inc.
Score
101
Similar Advisors
Norman Strickland, financial advisor Anderson SC
Norman R. Strickland
CRD# 438423
The Strategic Financial Alliance
Score
101
Company Name Location Dates Years
Morgan Stanley Anderson, SC Oct 2015 - Current 1
Morgan Stanley Smith Barney Anderson, SC Jun 2009 - Current 7
Citigroup Global Markets Inc. Anderson, SC May 1998 - Current 18
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for J.charles Lee
Phone Number: 914-225-5510
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from J.charles Lee and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.