Derek-dion Lee (CRD# 7643943) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Angeles, WA and has 1 year of experience in the finance industry.
CRD# 1360876
Edward Jones
CRD# 6657665
Edward Jones
CRD# 2191836
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Sequim, WA | Jun 2023 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Sequim, WA | Jun 2023 - Current | < 1 |
Park Avenue Securities LLC | Sequim, WA | Feb 2023 - May 2023 | < 1 |
Guardian Life Insurance Company | Sequim, WA | Sep 2022 - May 2023 | < 1 |
Olympic Peninsula Ymca | Sequim, WA | Mar 2022 - Jan 2023 | < 1 |
Unemployed | Sequim, WA | Jan 2022 - Feb 2022 | < 1 |
Ohio Northern University | Ada, OH | Aug 2018 - Dec 2021 | 3 |
Unemployed | Huntsville, OH | Jun 2018 - Jul 2018 | < 1 |
Florida International University | Miami, FL | Aug 2014 - May 2018 | 3 |
Templeton Financial Group | Delray Beach, FL | Jan 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
S63 | Uniform Securities State Law Examination | Mar 2023 |
- TX
- WA
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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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