Jonathan Lee, financial advisor Indianapolis IN
90 score

Jonathan Lee

CRD Number: 6055996
Current Firm: J.p. Morgan Securities LLC

Jonathan Lee (CRD# 6055996) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Indianapolis, IN Mar 2015 - Current 1
Jp Morgan Chase Bank Indianapolis, IN Mar 2015 - Current 1
Axa Advisors, LLC Indianapolis, IN Aug 2012 - Feb 2015 2
Unemployed Bloomington, IN Jan 2012 - Aug 2012 < 1
Hanbo Seoul, Aug 2011 - Dec 2011 < 1
Indiana University Bloomington, IN Jan 2007 - Aug 2011 4
Ball State University Muncie, IN May 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Jonathan F. Lee
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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