Christopher Lee, financial advisor New York NY

Christopher Lee

CRD Number: 3076886
Current Firm: J.p. Morgan Securities LLC

Christopher Lee (CRD# 3076886) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 25 years of experience in the finance industry. Christopher Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jiku Wicked Wings Inc. Brooklyn, NY Aug 2019 - Current 4
Chatham Homeowners Association Manhasset, NY Sep 2013 - Current 10
J.p. Morgan Securities LLC New York, NY Nov 2012 - Current 11
Dpark Corporation New York, NY Jan 2018 - Feb 2020 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Christopher J. Lee
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • 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)
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, WY

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