Yan Lee

Current Employers

Employment History

• 12/2021 → 05/2022
  J.P. Morgan Securities Llc
  Kirkland, WA
• 12/2021 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Kirkland, WA
• 02/2018 → 09/2019
  Qiming Venture Partners
  Portland, OR
• 06/2017 → 08/2017
  Keybanc Capital Market
  Portland, OR
• 01/2017 → 02/2017
  State Of Oregon
  Salem, OR
• 11/2014 → 12/2016
  Dpr Medical Consulting
  Portland, OR
• 03/2017 → 05/2017
  Unemployed
  Portland, OR
• 09/2017 → 01/2018
  Unemployed
  Portland, OR
• 10/2019 → 12/2019
  Unemployed
  Portland, OR
• 08/2021 → 11/2021
  Unemployed
  Kirkland, WA
• 02/2021 → 07/2021
  Fidelity Investments
  Bellevue, WA
• 01/2020 → 02/2021
  Fidelity Investments
  Beaverton, OR
• 06/2020 → 07/2021
  Fidelity Personal And Workplace Advisors
  Beaverton, OR
• 01/2020 → 07/2021
  Fidelity Brokerage Services Llc
  Bellevue, WA
• 09/2022 → 01/2023
  First Financial Northwest Bank
  Renton, WA
• 10/2022 → 01/2023
  Lpl Financial Llc
  Kirkland, WA
• 06/2022 → 09/2022
  Unemployed
  Kirkland, WA
• 10/2022 → 01/2023
  Financial Advocates Investment Management
  Renton, WA
• 05/2023 → Present
  Key Investment Services
  Redmond, WA
• 01/2023 → 05/2023
  Unemployed
  Kirkland, OH

Previous Registrations

• 2022-10-20 → 2023-01-24
  Financial Advocates Investment Management
  Olympia, WA
  Renton, WA
• 2022-02-15 → 2022-06-01
  J.P. Morgan Securities Llc
  Kirkland, WA
• 2020-06-23 → 2021-08-16
  Fidelity Personal And Workplace Advisors
  Beaverton, OR

Other Businesses

1) Community Advisor for Evergreen Hospital; 12040 NE 128th St., Kirkland, Washington 98034; volunteer; 1 hour per month during non-trading hours. 2) RENTAL PROPERTY POSITION: null NATURE: 100% OWNERSHIP OF ONE RENTAL HOUSE AND FREE/CLEAR OF MORTGAGE. IT SERVES AS PERSONAL ASSET AND GENERATES PASSIVE INCOME STREAM FOR OWNER(MYSELF). THERE IS NO IMPACT ON KEY'S DAILY JOB FUNTION, AS SPENT ON OUTSIDE BUSINESS ACTIVITY BECAUSE IT IS LOCATED IN OTHER STATE AND IS MANAGED BY LOCAL HANDYMAN. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 21602 masonwood lane, Richmond TX 77469, United States DESCRIPTION: I receive the passive income generated from this income producing property as one of my personal assets, as to the duties and responsibilities against the job function at Key there is no impact on the Key's role. The property is not located at where Key's role located and is taken care of by the local handyman.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-17

Other Names

• Yan Qian
• Yan Lee
• Yan N/A Lee
• Alice Lee