Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jinn? Claim Your ProfileJinn Lee is a financial advisor with over 20 years of experience in the industry. Jinn is currently registered with J.P. Morgan Securities LLC. Jinn has a wide range of experience in the financial services industry, having previously worked for Citigroup Investment Services and MetLife Securities Inc. Jinn is a registered representative with FINRA and is licensed to sell securities in all 50 states. Jinn specializes in a variety of financial planning services, including portfolio management for individuals and businesses. Jinn is committed to providing personalized financial advice to help clients reach their financial goals.
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
NY
10/22/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
IL
09/11/2002 - 05/07/2007
CITICORP INVESTMENT SERVICES (NILES IL)
MA
06/05/2000 - 08/09/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/05/2000 - 08/09/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jinn Lee is the right advisor for you? Invested Better is here to help.
