Profile

Chris Lee

Executive Director, Private Banking

J.P. Morgan

[email protected]

949.280.9961

http://www.privatebank.jpmorgan.com

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.