Jennifer Yen-Chia 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

• 11/2014 → 10/2016
  Fidelity Investments
  Indianapolis, IN
• 11/2016 → 10/2017
  J.P. Morgan Securities, Llc
  Irvine, CA
• 10/2006 → Present
  Calland Engineering Inc.
  Brea, CA
• 10/2017 → Present
  J.P. Morgan Securities, Llc.
  Irvine, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/1/2013 ADDRESS: 66 Irvine, CA 92603 DETAILS: 66 IRVINE, CA. HOURS DEDICATED (per month unless otherwise indicated): 1 HOUR OR LESS HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: CALLAND ENGINEERING INC. POSITION: CONSULTANT / ADMINISTRATIVE ASSISTANT START DATE: 10/29/2006 ADDRESS: 576 Brea, CA DETAILS: ADMINISTRATIVE ASSISTANCE WITH FAMILY BUSINESS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0-1 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21
• S63 Uniform Securities Agent State Law Examination
  2015-03-24

Designations

• Certified Financial Planner

Other Names

• Jennifer Y Lee
• Jennifer Yen Chia Lee