Osaic Wealth
34yrs
Top advisor by experience in East Norwich
21yrs
Jason Lee
Financial advisor at J.P. Morgan Securities
Jason Lee has worked in the financial industry for 21 years and is a fiduciary financial advisor based in East Norwich, New York. After four years at Chase Investment Services and less than a year at Morgan Stanley DW, Jason joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 7 advisors with offices in East Norwich, and one of 6 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 16% by experience at J.P. Morgan Securities
Office6311 N. Northern Blvd, East Norwich, NY 11732
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2006 – 2010Chase Investment Services Corp.Previously
- Jan 2006 – May 2006Morgan Stanley DW Inc.Previously
Contact Jason
(800) 999-2000Firm headquarters in New York, NY. Ask for Jason. 6311 N. Northern BlvdEast Norwich, NY 11732Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jason
Tailored to Jason’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 Jason
How do I contact Jason?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jason Lee. Jason works from the East Norwich, NY office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2005, about 21 years. Top 16% by experience at J.P. Morgan Securities.
What licenses does Jason hold?
Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jason 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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