Nicholas Lee is an investment adviser representative (IAR) with state registration records since 2010, appearing at 8 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2026-06-16 | present | Yes |
| GC WEALTH MANAGEMENT RIA, LLC | 2025-05-22 | 2025-12-05 | — |
| J.P. MORGAN SECURITIES LLC | 2024-03-08 | 2025-05-22 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2021-07-07 | 2025-03-20 | — |
| UBS FINANCIAL SERVICES INC. | 2015-04-28 | 2021-07-12 | — |
| STRATEGIC ADVISERS LLC | 2013-03-25 | 2014-10-20 | — |
| CHARLES SCHWAB & CO., INC. | 2010-07-15 | 2012-07-02 | — |
| TD AMERITRADE, INC. | 2010-01-22 | 2010-07-09 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-01-22 | 2010-07-09 | — |