Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
20yrs
Christopher Lee
Financial advisor at J.P. Morgan Securities
Christopher Lee is a fiduciary financial advisor in Irvine, California, with 20 years in the industry. Christopher joined J.P. Morgan Securities in 2024, after less than a year at Ameriprise Financial Services and two years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 18% by experience at J.P. Morgan Securities
Office3 Park Plaza Suite 700, Irvine, CA 92614
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2013 – Jun 2013Ameriprise Financial Services, LLCPreviously
- Sep 2009 – Jun 2011MerrillPreviously
- Sep 2007 – Sep 2009Wells Fargo Clearing Services, LLCPreviously
- Apr 2006 – Sep 2007Wells Fargo Investments, LLCPreviously
Contact Christopher
Local office(949) 852-4300Ask for Christopher. (800) 999-2000Main office · New York, NY 3 Park Plaza Suite 700Irvine, CA 92614Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Christopher’s local office at (949) 852-4300 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Christopher Lee.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2006, about 20 years. Top 18% by experience at J.P. Morgan Securities.
What licenses does Christopher hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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