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Debora Lee

J.P. Morgan Securities LLC

New York, NY

CRD 5220098

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • NY RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. New York NY 04/2025 Present
J.P. Morgan Securities Llc New York NY 08/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 03/2023 07/2023
Jpmorgan Chase Bank, N.A. New York NY 03/2021 06/2021
Bank Of Hawaii Honolulu HI 10/2017 07/2019
Unemployed Honolulu HI 08/2015 09/2017
Unemployed San Francisco CA 08/2019 02/2021
Unemployed New York NY 07/2021 02/2023
Unemployed New York NY 08/2023 03/2025
  • 04/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2025 → Present
    New York, NY
  • 03/2023 → 07/2023
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 03/2021 → 06/2021
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 10/2017 → 07/2019
    Bank Of Hawaii
    Honolulu, HI
  • 08/2015 → 09/2017
    Unemployed
    Honolulu, HI
  • 08/2019 → 02/2021
    Unemployed
    San Francisco, CA
  • 07/2021 → 02/2023
    Unemployed
    New York, NY
  • 08/2023 → 03/2025
    Unemployed
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-10
  • S66 Uniform Combined State Law Examination
    2025-09-10
Other Names
  • Debora Lee
  • Debora N/A Lee

View on SEC IAPD

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