Profil
Daniel Jin Lee worked as a Wealth Advisor at JPMorgan Private Wealth Advisors LLC from 2013 to 2023.
Prior to that, he worked as a Commercial Real Estate Investment Advisor at Jones Group and as a Financial Advisor at Merrill Lynch Global Wealth Management Group.
He also briefly worked as a Private Client Advisor at US Trust in 2012.
Mr. Lee received an undergraduate degree from the University of Arizona.
Ehemalige bekannte Positionen von Daniel Lee
Unternehmen | Position | Ende |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portfolio Manager-Aktien | 01.04.2023 |
US Trust | Corporate Officer/Principal | 31.12.2012 |
Jones Group
Jones Group Financial ConglomeratesFinance Jones Group is a private company that engages in investing activities. The company is based in Charlotte, NC. | Corporate Officer/Principal | - |
Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | - |
Ausbildung von Daniel Lee
University of Arizona | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 4 |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Jones Group
Jones Group Financial ConglomeratesFinance Jones Group is a private company that engages in investing activities. The company is based in Charlotte, NC. | Finance |
US Trust | Finance |
Merrill Lynch Global Wealth Management Group |