Daniel Yee, financial advisor Sacramento CA

Daniel Yee

CRD Number: 7081158
Current Firm: J.p. Morgan Securities LLC

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.

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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
Contact Info for Daniel Yee
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
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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