Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee is a financial advisor who has been in the industry since May 2000. Jeffrey is currently registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in Florida and New York. Prior to joining J.P. Morgan Securities LLC, Jeffrey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Quick & Reilly, Inc. and SureTrade Inc. Jeffrey specializes in providing financial advice to individuals, businesses, corporations, insurance companies, labor unions, charitable organizations, and pension and profit-sharing plans.
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
1
2
FL
05/03/2021 - Present
J.p. Morgan Securities LLC (Tampa FL)
MA
10/23/2009 - 08/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
KS
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
NY
03/05/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
05/15/2000 - 03/05/2001
SURETRADE INC. (LINCOLN RI)
IA
Issued 10/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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