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Jason Lee

J.P. Morgan Securities LLC

East Norwich, NY

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-29
NY RA APPROVED 2021-05-03
NJ RA APPROVED 2012-10-31
  • TX RA
    APPROVED_RES
    Since 2023-08-29
  • NY RA
    APPROVED
    Since 2021-05-03
  • NJ RA
    APPROVED
    Since 2012-10-31

Branch Locations

6311 N. Northern Blvd, East Norwich, NY 11732 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. East Norwich NY 10/2012 Present
J.P. Morgan Securities Llc East Norwich NY 10/2012 Present
Rover.COm Plainview NY 06/2017 04/2018
  • 10/2012 → Present
    Jpmorgan Chase Bank, N.A.
    East Norwich, NY
  • 10/2012 → Present
    J.P. Morgan Securities Llc
    East Norwich, NY
  • 06/2017 → 04/2018
    Rover.COm
    Plainview, NY
Previous Registrations
  • 2006-06-26 → 2010-11-04
    Chase Investment Services Corp.
    Flushing, NY
    Whitestone, NY
    Great Neck, NY
  • 2006-01-03 → 2006-05-02
    Morgan Stanley Dw Inc.
    Great Neck, NY
    Great Neck, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-30
  • S66 Uniform Combined State Law Examination
    2005-07-30

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · East Norwich, NY
OSAIC WEALTH, INC. · EAST NORWICH , NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OYSTER BAY, NY
IHS WEALTH MANAGEMENT LLC · OYSTER BAY, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · OYSTER BAY, NY
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