Bryan Christopher 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

• 11/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Tulsa, OK
• 11/2024 → Present
  J.P. Morgan Securities Llc
  Tulsa, OK
• 11/2023 → Present
  Bcl Law, Pllc
  Bixby, OK
• 12/2021 → 11/2024
  Winters And King
  Tulsa, OK
• 12/2007 → Present
  Zoolander Investments, Llc
  Bixby, OK
• 06/2016 → 07/2021
  Henry & Dow
  Tulsa, OK

Other Businesses

Entity Name: OSU/Tulsa Board of Trustees Investment Related: No Address: 700 N Greenwood Avenue Tulsa OK Nature of Business: School Position/Title/Relationships: Trustee Start Date: April 2024 Approximate # of hours a week: Less than 1 hour Approximate # of hours during securities trading hours: 3 meetings per year, 1.5 hours per meeting Briefly describe your duties: Attend meetings, advise administrator and approve minutes Entity Name: Zoolander Investments, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2007 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an LLC that my wife and I use to manage two rental properties. No connection with JP MorganChase. My wife does most of the management in this company. Entity Name: BCL Law, PLLC Investment related: No Address: Private Residence Nature of the other business: Law Services Position/Title/Relationship: Owner/Partner Start Date: 11/07/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is the PLLC used for any law related business. However I am keeping this open for assisting friends and family with legal matter.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13

Other Names

• Bryan Lee