Jennifer Lee has been President & Chief Executive Officer of Chilton Investment Services since October 2025, is a control person of the firm and directly owns under 5% of it. Jennifer Lee holds a BA in Political Economy from Barnard College and an MBA in concentration in Finance from New York University Stern School of Business.
Chilton Investment Services, LLC is a Stamford, CT firm with $8.15B under management, 1,905 clients and 20 advisers across 7 offices, as of its July 2026 filing.
Jennifer M. Lee is President and CEO of Chilton Trust. She has spent more than three decades in senior leadership roles within wealth management, including senior roles at PNC Private Bank, US Trust and Goldman Sachs. Before joining Chilton Trust, she was Head of U.S. Markets for the PNC Private Bank, responsible for managing the leadership of PNC's fifty-four geographic markets. She began her career at the JP Morgan Private Bank.
Jennifer Lee’s longest registration was 6 years at PNC Investments (2019–2025).
- PNC Investments– · 6 yearsNew York, NY · Adviser representative · Firm CRD 129052
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsNew York, NY · Adviser representative · Firm CRD 7691
- Wells Fargo Advisors, LLC– · 5 yearsNew York, NY · Adviser representative · Firm CRD 19616
- Neuberger Berman LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 2908
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 December 2008 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 23 November 2005 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 November 1998 |
| Series 7 | General Securities Representative Examination | 28 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Michelle Lee
- CRD
- 3116381
- Firm
- Chilton Investment Services · CRD 159306
- Role
- President & Chief Executive Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chiltontrustcompany.com
Where does Jennifer Lee work?
Jennifer Lee has been President & Chief Executive Officer of Chilton Investment Services, LLC since October 2025, and is a control person of the firm.
Does Jennifer Lee have a current investment-adviser registration?
Jennifer Lee has no current investment-adviser or broker registration.
What exams has Jennifer Lee passed?
Jennifer Lee has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in September 1998. FINRA credited Jennifer Lee with the SIE, which began in October 2018.
Where was Jennifer Lee previously registered as an investment adviser?
Jennifer Lee has past investment-adviser registrations through PNC Investments, April 2019 to September 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2015 to October 2018; Wells Fargo Advisors, LLC, October 2009 to May 2015; Neuberger Berman LLC, December 2008 to September 2009, across 4 firms.
Is Jennifer Lee registered with FINRA?
No. Jennifer Lee has no current broker registration.
How can I verify Jennifer Lee’s record?
Search CRD 3116381 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Lee’s full registration record.
Timothy HoranExecutive Vice President, Chief- Timothy HoranExecutive Vice President, Chief Investment Officer - Fixed Income
Peter KimManaging Director, General Counsel, Chief Compliance Officer & Chief Operating Officer
Richard ChiltonChairman, Director, Portfolio Manager-Equities- David DanielDirector
Jennifer FosterCo-Chief Investment Officer - Equities and Portfolio Manager
Nicholas FrelinghuysenCo-Chief Investment Officer - Equities- Porter GossDirector
- George HamarManaging Director, Head of Wealth Advisory
- John HiltonDirector
Garrison LickleDirector- Elizabeth WeymouthDirector