Soo Min 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

• 07/2019 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 06/2017 → Present
  Jpmc Bank Na (Southwest)
  Irvine, CA
• 03/2017 → 05/2017
  Unemployed
  Fullerton, CA
• 01/2017 → 03/2017
  Clutter/Integritas Resources Inc.
  Los Angeles, CA
• 08/2016 → 01/2017
  Harvey & Co.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-15
• S63 Uniform Securities Agent State Law Examination
  2019-11-14

Other Names

• Justin Lee
• Justin M Lee
• Soo Min Lee