Andrew Lawrence Lee

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2020
  Jp Morgan Securities Llc
  Chino, CA
• 08/2015 → 12/2020
  Jp Morgan Chase Bank
  Chino, CA
• 01/2021 → Present
  Jp Morgan Chase Bank Na
  Ontario, CA

Other Businesses

Entity Name: Andrew Lee Investment related: N Address: 740 Savi Drive Unit 105, Corona, CA 92878 Nature of the other business: Commerce Position/Title/Relationship: Employee/Contractor Start Date: 10/26/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: buying items in bulk, reselling items individually , packing and shipping

Exams

• S66 Uniform Combined State Law Examination
  2020-09-08
• S63 Uniform Securities Agent State Law Examination
  2015-10-28

Other Names

• Andrew L Lee