Stephen J. Lee
J.P. Morgan Securities Llc
Financial Planner in San Francisco, CA
Address:435 China Basin St, Unit 544
San Francisco, CA 94158
About Stephen J. Lee
Stephen Lee is a financial professional at J.P. Morgan Securities Llc located in San Francisco, California. Stephen Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S10, S24, S63, S65, S7 and S9. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Stephen Lee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Stephen Lee435 China Basin St, Unit 544
San Francisco, CA 94158
Phone Number:
Click to Show
Website:
Looking for a financial advisor located near San Francisco, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.