David Jungwoo Lee
Investment adviser representative at J.P. Morgan Securities LLC
7 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
7 years in the industry.
- J.P. Morgan Securities LLCJun 2022 to now
- JPMorgan Chase Bank, N.A.Jun 2022 to now
- Uber EatsFeb 2023 to May 2023
- Bank of AmericaApr 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to May 2022
- Pruco Securities LLCFeb 2019 to Mar 2021
- Prudential AdvisorsFeb 2019 to Mar 2021
- The Prudential Insurance Company of AmericaFeb 2019 to Mar 2021
- Equitable Financial Life Insurance CoOct 2018 to Jan 2019
- AXA Advisors, LLCJul 2018 to Jan 2019
- Ac One Asset Management CompanyDec 2016 to Oct 2018
- Chelsea Management CompanyOct 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, 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
- 6973136
- Firm CRD
- 79