Virginia Lee

Current Employers

Employment History

• 08/2015 → 12/2018
  San Francisco State University
  San Francisco, CA
• 09/2017 → 12/2017
  Dacha Prime, Llc
  San Francisco, CA
• 11/2014 → 08/2017
  Kuman Math And Reading Center
  San Francisco, CA
• 12/2018 → 03/2019
  Axa Advisors, Llc
  San Francisco, CA
• 05/2019 → 05/2019
  Unemployed
  San Francisco, CA
• 06/2019 → 11/2019
  J.P. Morgan Securities Llc
  San Francisco, CA
• 06/2019 → 11/2019
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 11/2019 → 05/2023
  Fidelity Brokerage Services Llc
  San Francisco, CA
• 05/2023 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2023 → 08/2023
  Bank Of America, N.A.
  San Francisco, CA
• 08/2023 → 04/2026
  J.P. Morgan Securities Llc
  San Bruno, CA
• 08/2023 → 04/2026
  Jpmorgan Chase Bank, N.A.
  San Bruno, CA
• 11/2019 → 05/2023
  Fidelity Investments
  San Francisco, CA
• 12/2018 → 03/2019
  Equitable Financial Life Ins Co
  San Francisco, CA
• 05/2023 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 12/2020 → 05/2023
  Fidelity Personal And Workplace Adsivors
  San Francisco, CA
• 11/2019 → 11/2019
  Fidelity Brokerage Services Llc
  San Francisco, CA
• 09/2018 → 04/2019
  Equitable Advisors, Llc
  San Francisco, CA
• 09/2018 → 10/2018
  Equitable Advisors, Llc
  San Francisco, CA
• 04/2026 → Present
  Creative Planning, Llc
  Menlo Park, CA

Previous Registrations

• 2023-08-15 → 2026-04-07
  J.P. Morgan Securities Llc
  San Bruno, CA
• 2023-06-07 → 2023-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  Stockton, CA
  San Francisco, CA
• 2020-12-17 → 2023-05-04
  Fidelity Personal And Workplace Advisors
  San Francisco, CA
• 2019-06-23 → 2019-11-20
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2019-03-12 → 2019-05-07
  Equitable Advisors, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-05