J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
2yrs
Wallace Lee is a fiduciary financial advisor in San Francisco, California, with 2 years in the industry. Wallace joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeOne Front Street, San Francisco, CA 94111
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
- 2024 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Wallace
Tailored to Wallace’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Wallace
How do I contact Wallace?
Call J.P. Morgan Securities at 800-999-2000 and ask for Wallace Lee. Wallace works from the San Francisco, CA office.
How long has Wallace been a financial advisor?
Wallace has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Wallace hold?
Series 66. Tap any license on this page to see what it allows.
Is Wallace a fiduciary?
Wallace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wallace paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Wallace 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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