Lee Scott Bolnick
Investment adviser representative at J.P. Morgan Securities LLC
25 yearsExperience
1 stateRegistered in
ChFC®Designation
$429.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- J.P. Morgan Securities LLCMar 2023 to now
- JPMorgan Securities LLCJan 2023 to now
- Residual Insurance CommissionsOct 2001 to now
- PNC InvestmentsSep 2021 to Jan 2023
- Bbva Wealth Solutions IncJun 2021 to Sep 2021
- Bbva Compass Insurance AgencyApr 2019 to Sep 2021
- Bbva Securities IncApr 2019 to Sep 2021
- Proequities / 3mark FinancialJun 2015 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4468720
- Firm CRD
- 79