Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lee is a registered representative with J.p. Morgan Securities LLC. Brian is based in New York, NY and has been in the industry since 2018. Brian has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Brian has been with J.p. Morgan Securities LLC since 2018. J.p. Morgan Securities LLC is a large financial firm with a wide range of financial services offerings. The firm manages over $249 billion in assets and serves a variety of client types including individuals, corporations, and institutional investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
01/26/2018 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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