Chris Lee
Executive Director, Private Banking
J.P. Morgan
Areas I Serve
Orange County, LA County, and SD County
Bio
I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.
Years of Experience
20
Licenses and Certification
Series 66 and 7, NMLS
Areas of Expertise
Banking and Wealth Management
Ideal Clients
High net worth individuals, families, and private trustees who control $5mm+ of deposits and wealth management assets.
Affiliations or Memberships with Professional Organizations
PFAC
Community Service or Philanthropic Involvements
Board of Trustees member- Leukemia & Lymphoma Society, Board of Trustees member- Festival of Children Foundation.