Jeff D. 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
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Cincinnati, OH
• 07/2019 → Present
  Array Ministry Center Llc
  Springboro, OH
• 08/1996 → 12/2021
  Fidelity
  Covington, KY

Previous Registrations

• 2018-07-13 → 2022-01-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2007-01-18 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
  Covington, KY

Other Businesses

Entity Name: Array Ministry Center LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/17/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Commercial Real Estate Property Owner and Manager

Exams

• S66 Uniform Combined State Law Examination
  2026-07-15
• S63 Uniform Securities Agent State Law Examination
  1996-10-10

Other Names

• Jeffrey David Lee
• Jeff D. Lee
• Jeff D Lee