Lee Staton

CRD 6819963 · J.P. Morgan Securities LLC · Palm Beach Gardens, FL

IA RegisteredBroker

Also appears in the source record as: Lee Benton Staton

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (28): California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6819963 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (4)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Palm Beach Gardens, FL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Palm Beach Gardens, FL · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Palm Beach, FL · IA capacity

Sep 14, 2017 → Jan 4, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Palm Beach, FL · BC capacity

Aug 8, 2017 → Jan 4, 2019

Source & corrections

Where this page comes from

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