Daniel Yee (CRD# 7081158) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sacramento, CA and has over 5 years of experience in the finance industry.
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 2712051
Adams Ashby Financial Advisors
CRD# 2163086
Adams Ashby Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Sacramento, CA | Mar 2019 - Current | 5 |
Jp Morgan Securities LLC | Sacramento, CA | Mar 2019 - Current | 5 |
Chase | Pleasanton, CA | Apr 2016 - Mar 2019 | 2 |
Citibank | San Francisco, CA | Jan 2012 - Mar 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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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