Anthony Sanchez rodriguez lee
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- J.P. Morgan Securities LLCOct 2024 to now
- JPMorgan Chase Bank NAJul 2024 to now
- JPMorgan Securities LLCJul 2024 to now
- UnemployedJun 2024 to Jun 2024
- JPMorgan Chase Bank NAJun 2023 to Aug 2023
- Rice UniversityJul 2022 to May 2024
- Discovery Land CompanyJan 2022 to Jul 2022
- Santa Monica CollegeFeb 2020 to Jun 2022
- Capital GroupSep 2018 to Feb 2020
- Roth Staffing Companies LPSep 2018 to Mar 2019
- Roth Staffing Companies LPApr 2018 to Apr 2018
- United Way of Greater Los AngelesMar 2018 to Sep 2018
- A Sense of HomeDec 2017 to Mar 2018
- UnemployedApr 2017 to Nov 2017
- Universal Music GroupOct 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7022018
- Firm CRD
- 79