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Taylor Austin Lee

J.P. Morgan Securities LLC

Salt Lake City, UT

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-07-06
TX RA APPROVED 2023-08-03
  • UT RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED
    Since 2023-08-03

Branch Locations

201 S Main St Floor 13, Salt Lake City, UT 84111 • 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
Brigham Young University Provo UT 08/2016 04/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 02/2022
Northwestern Mutual Provo UT 04/2021 02/2022
Peterson Wealth Advisors Orem UT 02/2022 05/2023
Amazon Seattle WA 04/2020 05/2020
J.P. Morgan Securities Llc Dallas TX 07/2023 Present
Jpmorgan Chase Bank, N.A. Dallas TX 07/2023 Present
Unemployed Provo UT 06/2023 06/2023
  • 08/2016 → 04/2023
    Brigham Young University
    Provo, UT
  • 05/2021 → 02/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2021 → 02/2022
    Northwestern Mutual
    Provo, UT
  • 02/2022 → 05/2023
    Peterson Wealth Advisors
    Orem, UT
  • 04/2020 → 05/2020
    Amazon
    Seattle, WA
  • 07/2023 → Present
    J.P. Morgan Securities Llc
    Dallas, TX
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 06/2023 → 06/2023
    Unemployed
    Provo, UT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-25
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S63 Uniform Securities Agent State Law Examination
    2023-08-25
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04
Other Names
  • Austin Lee
  • Taylor Austin Lee

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
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