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Jackie Yee Man Lewis

J.P. Morgan Securities LLC

Yorba Linda, CA

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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 2019-02-19
CA RA APPROVED 2017-02-28
  • TX RA
    APPROVED
    Since 2019-02-19
  • CA RA
    APPROVED
    Since 2017-02-28

Branch Locations

20385 Yorba Linda Blvd, Yorba Linda, CA 92886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Yorba Linda CA 04/2017 03/2018
Jpmorgan Chase Bank, N.A. Yorba Linda CA 04/2018 Present
J.P. Morgan Securities Llc Yorba Linda CA 04/2018 Present
J.P. Morgan Securities Llc Yorba Linda CA 11/2012 03/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-24
S63 Uniform Securities Agent State Law Examination 2010-06-23
  • S66 Uniform Combined State Law Examination
    2017-02-24
  • S63 Uniform Securities Agent State Law Examination
    2010-06-23
Other Names
  • Yee Man Wong
  • Jackie Y Wong
  • Jackie Yee Man Wong
  • Jackie Yee Wong

View on SEC IAPD

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CITIGROUP GLOBAL MARKETS INC. · Yorba Linda, CA
EAGLE STRATEGIES LLC · YORBA LINDA, CA
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OSAIC WEALTH, INC. · YORBA LINDA, CA
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