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Stephanie Lee

J.P. Morgan Securities LLC

Temple City, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-15
CA RA APPROVED 2018-06-18
  • TX RA
    APPROVED
    Since 2018-08-15
  • CA RA
    APPROVED
    Since 2018-06-18

Branch Locations

9647 E. Las Tunas Drive, Temple City, CA 91780 • 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
J.P. Morgan Securities Llc Temple City CA 01/2015 Present
Jpmorgan Chase Bank, N.A. Temple City CA 11/2013 Present
Ac Real Estate Services, Inc. Walnut CA 04/2025 06/2025
  • 01/2015 → Present
    J.P. Morgan Securities Llc
    Temple City, CA
  • 11/2013 → Present
    Jpmorgan Chase Bank, N.A.
    Temple City, CA
  • 04/2025 → 06/2025
    Ac Real Estate Services, Inc.
    Walnut, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-13
S63 Uniform Securities Agent State Law Examination 2015-04-01
  • S66 Uniform Combined State Law Examination
    2018-06-13
  • S63 Uniform Securities Agent State Law Examination
    2015-04-01
Other Names
  • Stephanie Ho

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · TEMPLE CITY, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TEMPLE CITY, CA
CITIGROUP GLOBAL MARKETS INC. · Temple City, CA
CETERA INVESTMENT ADVISERS LLC · TEMPLE CITY, CA
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J.P. MORGAN SECURITIES LLC · TEMPLE CITY, CA
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