William Jeffrey 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

• 07/2026 → 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

• 2022-05-23 → 2026-05-20
  Advus Financial Partners, Llc
  Winter Park, FL

Exams

• 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