Christopher Lee

Christopher Lee is a Vice President at J.P. Morgan, specializing in serving a diverse clientele that includes business owners, entrepreneurs, corporate executives, and entertainers. He has a significant background in financial services, having held various roles at J.P. Morgan since 2016, including positions as a Private Banker and Private Bank Associate within the Corporate Client Banking & Specialized Industries - Fintech Coverage department.13

Educational Background::

• Bachelor of Science (B.Sc.) in Business Administration and Management, Accounting, and Health and Physical Education/Fitness from the University of Science and Arts of Oklahoma (2008-2013).
• Master of Business Administration (MBA) in Finance from Columbia Southern University (expected completion in 2023).

Certifications:: Christopher holds several industry certifications, including:

• Series 79 (FINRA)
• Series 63 (FINRA)
• Series 7 (FINRA)

These credentials reflect his expertise in financial planning and investment strategies.13

In addition to his professional roles, Christopher Lee has been involved in various community initiatives and organizations, showcasing his commitment to service beyond his corporate responsibilities.2