Travis LeeCRD Number: 5481416
Current Firm: J.p. Morgan Securities LLC
Travis Lee (CRD# 5481416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 8 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|J.p. Morgan Securities LLC||Brooklyn, NY||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||Brooklyn, NY||May 2010 - Current||6|
|Chase Investment Services Corp||Brooklyn, NY||May 2010 - Oct 2012||2|
|Pruco Securities LLC||Howard Beach, NY||Jan 2008 - May 2010||2|
|Prudential Insurance Company Of America||Howard Beach, NY||Jan 2008 - May 2010||2|
|Unemployed||Brooklyn, NY||Aug 2007 - Jan 2008||< 1|
|U-haul International||Brooklyn, NY||Jun 2004 - Aug 2007||3|
|Student||Stony Brook, NY||Sep 2002 - Jan 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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