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William Jeffrey Lee

J.P. Morgan Securities LLC

Orlando, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-03
TX RA APPROVED_RES 2026-07-29
  • FL RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED_RES
    Since 2026-07-29

Branch Locations

450 S Orange Ave Floor 10, Orlando, FL 32801 • 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
Jpmorgan Chase Bank, N.A. Orlando FL 07/2026 Present
J.P. Morgan Securities Llc Orlando FL 07/2026 Present
Foundation Risk Partners Winter Park FL 10/2024 06/2026
Advus Financial Partners, Llc Winter Park FL 01/2022 09/2024
Unemployed Winter Park FL 12/2021 12/2021
Commongood Capital Orlando FL 06/2018 11/2021
Cnl Securities Orlando FL 05/2016 05/2018
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Orlando, FL
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    Orlando, FL
  • 10/2024 → 06/2026
    Foundation Risk Partners
    Winter Park, FL
  • 01/2022 → 09/2024
    Advus Financial Partners, Llc
    Winter Park, FL
  • 12/2021 → 12/2021
    Unemployed
    Winter Park, FL
  • 06/2018 → 11/2021
    Commongood Capital
    Orlando, FL
  • 05/2016 → 05/2018
    Cnl Securities
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-07
S65 Uniform Investment Adviser Law Examination 2022-04-18
  • S63 Uniform Securities Agent State Law Examination
    2026-07-07
  • S65 Uniform Investment Adviser Law Examination
    2022-04-18
Other Names
  • Jeff Lee
  • William J Lee
  • William Jeffrey Lee
  • William Jeffrey Lee

View on SEC IAPD

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