This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Apr 18, 2022

First registration

May 23, 2022

Dual registered

yes, broker-dealer

Other names

Jeff Lee|WILLIAM J LEE|WILLIAM JEFFREY LEE|William Jeffrey Lee

IAPD individual key

6514666

• Occurred

  May 20, 2026
  Advisor changed firm

  William Jeffrey Lee left Advus Financial Partners, Llc for J.P. Morgan Securities Llc (registered 2026-07-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0193779f-ec20-180f-78ab-5ea00cfc0856

First observed

May 23, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.