Cetera Investment Advisers
36yrs
Top advisor by experience in Monterey Park
16yrs
Michael Lee
Financial advisor at J.P. Morgan Securities
Michael Lee has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Monterey Park, California. Michael has been with J.P. Morgan Securities since 2022; before that, Michael spent six years at Merrill and two years at Park Avenue Securities. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 17 advisors with offices in Monterey Park, and one of 16 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 71% of advisors at J.P. Morgan Securities
Office459 S. Atlantic Blvd., Monterey Park, CA 91754
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2017 – 2022MerrillPreviously
- Jun 2010 – Apr 2012Park Avenue Securities LLCPreviously
- Apr 2010 – May 2010Waddell & ReedPreviously
Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call J.P. Morgan Securities at 800-999-2000 and ask for Michael Lee. Michael works from the Monterey Park, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2010, about 16 years. More experience than 71% of advisors at J.P. Morgan Securities.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael 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.
Other advisors nearby
Cetera Investment Advisers
26yrs
Top 12% by experience in Monterey Park
Focus Partners Wealth
22yrs
Top 18% by experience in Monterey Park
J.P. Morgan Securities
19yrs
Top 23% by experience at J.P. Morgan Securities
State Farm Investment Management
17yrs
More experience than 71% of advisors in Monterey Park
J.P. Morgan Securities
15yrs
More experience than 68% of advisors at J.P. Morgan Securities