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Karen De la rea Lee

J.p. Morgan Securities LLC

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About Karen De la rea Lee

Karen Lee is an active investment advisor representative with J.p. Morgan Securities LLC. Karen is licensed in 24 states and has been in the industry since 2024. Karen is Series 7, 66 and SIE licensed. Karen's firm is a large investment firm with over $50 billion in assets under management. Karen specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Karen works out of the Pleasant Hill, CA branch office of J.p. Morgan Securities LLC.

Firm Information

Karen Lee is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Karen Lee’s Registration & Firm History

CA

01/24/2025 - Present

J.p. Morgan Securities LLC (PLEASANT HILL CA)

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Licenses & Designations

BOTH

Issued 02/12/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Karen De la rea Lee.
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