J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
7yrs
Christine Lee
Financial advisor at Sofi Wealth
Christine Lee has worked in the financial industry for 7 years and is a fiduciary financial advisor based in San Francisco, California. Christine has been with Sofi Wealth since 2026; before that, Christine spent a year at J.P. Morgan Securities and five years at Morgan Stanley. Sofi Wealth offers financial planning, investment management, and educational workshops and is paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office234 1st Street, San Francisco, CA 94105
FirmSofi Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$8,060
Advisors at the firm110
States licensed ?1 state
Services through Sofi Wealth
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
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
- Apr 2026 – nowSofi Wealth LLCCurrent firm
- Feb 2025 – Sep 2025J.P. Morgan Securities LLCPreviously
- 2020 – 2025Morgan StanleyPreviously
Contact Christine
(855) 525-7634Sofi Wealth main office 234 1st StreetSan Francisco, CA 94105Office · Get directions Facebook pageSofi Wealth
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Questions to ask Christine
Tailored to Christine’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?
- 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 Christine
How do I contact Christine?
Call Sofi Wealth at (855) 525-7634 and ask for Christine Lee. Christine works from the San Francisco, CA office.
How long has Christine been a financial advisor?
Christine has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Christine hold?
Series 66. Tap any license on this page to see what it allows.
Is Christine a fiduciary?
Christine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christine paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Christine 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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