Anthony Sanchez Rodriguez 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

• 07/2024 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 07/2024 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 06/2023 → 08/2023
  Jpmorgan Chase Bank Na
  Houston, TX
• 09/2018 → 02/2020
  Capital Group
  Los Angeles, CA
• 02/2020 → 07/2021
  Santa Monica College
  Santa Monica, CA
• 01/2022 → 07/2022
  Discovery Land Company
  Beverly Hills, CA
• 03/2023 → 05/2024
  Rice University
  Houston, TX
• 07/2022 → 05/2024
  Rice University
  Houston, TX
• 03/2018 → 09/2018
  United Way Of Greater Los Angeles
  Los Angeles, CA
• 12/2017 → 03/2018
  A Sense Of Home
  Venice, CA
• 10/2015 → 03/2017
  Universal Music Group
  Santa Monica, CA
• 04/2017 → 11/2017
  Unemployed
  Los Angeles, CA
• 02/2020 → 06/2022
  Santa Monica College
  Santa Monica, CA
• 04/2018 → 04/2018
  Roth Staffing Companies Lp
  Orange, CA
• 09/2018 → 03/2019
  Roth Staffing Companies Lp
  Orange, CA
• 06/2024 → 06/2024
  Unemployed
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-11

Other Names

• Rayvonn Anthony Sanchez Rodriguez Lee
• Rayvonn A Sanchezrodriguezlee
• Ravonn A Lee
• Rayvonn Anthony Lee
• Rayvonn Anthony Sanchez Rodriguez Lee
• Anthony Sanchez Rodriguez Lee