Stanley YeeCRD Number: 6011124
Current Firm: J.p. Morgan Securities LLC
Stanley Yee (CRD# 6011124) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland Gardens, NY and has over 4 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|Ebay/self||Forest Hills, NY||Jul 2015 - Current||2|
|Jp Morgan Chase Bank||Oakland Gardens, NY||Nov 2014 - Current||2|
|Jp Morgan Securities LLC||Oakland Gardens, NY||Nov 2014 - Current||2|
|Jen's Super Store||Brooklyn, NY||Oct 2013 - Oct 2014||1|
|Kerr Financial Group||Binghamton, NY||Oct 2011 - Oct 2013||2|
|Unemployed||Forest Hills, NY||May 2011 - Oct 2011||< 1|
|Suny Binghamton University||Binghamton, NY||Aug 2007 - May 2011||3|
|Target Corporation||Binghamton, NY||Sep 2010 - Jan 2011||< 1|
|Queens High School For The Sciences At York College||Jamaica, NY||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 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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