Haneul 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 LLCMar 2025 to now
- JPMorgan Chase Bank, N.A.Mar 2025 to now
- UnemployedFeb 2025 to Feb 2025
- Massmutual Life Insurance CompanyDec 2024 to Jan 2025
- MML Investors Services, LLCSep 2024 to Jan 2025
- Lenox AdvisorsAug 2024 to Jan 2025
- University of Southern CaliforniaOct 2023 to Oct 2024
- Community Literature InitiativeOct 2023 to Dec 2023
- UnemployedSep 2023 to Sep 2023
- Myriad Intellectual PropertyJun 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- Chapman UniversityJun 2022 to Aug 2022
- UnemployedMar 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7962200
- Firm CRD
- 79