Adrienne Lee
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 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
10 years in the industry.
- Sen StudioMar 2025 to now
- J.P. Morgan Securities LLCAug 2023 to now
- JP Morgan Chase Bank, N.A.Aug 2023 to now
- UBSMar 2022 to Jul 2023
- UBS Financial Services IncMar 2022 to Jun 2023
- UnemployedJan 2022 to Feb 2022
- Bank of America CorporationDec 2019 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Dec 2021
- Solar Systems Inc.Apr 2018 to Nov 2019
- University of CaliforniaSep 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7207865
- Firm CRD
- 79