Best Investors Account Sign in
Inactive

John Lee

Northwest Asset Management

Federal Way, WA

Mercer Island, WA

Claim This Profile
Current Employers
Northwest Asset Management

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-03
  • WA RA
    APPROVED
    Since 2025-11-03

Branch Locations

Federal Way, WA • United States

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Seattle WA 11/2011 09/2025
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2025
Fidelity Investments Boston MA 03/2025 09/2025
Northwest Asset Management Mercer Island WA 11/2025 Present
  • 11/2011 → 09/2025
    Fidelity Investments
    Seattle, WA
  • 07/2018 → 09/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 09/2025
    Fidelity Investments
    Boston, MA
  • 11/2025 → Present
    Northwest Asset Management
    Mercer Island, WA
Previous Registrations
  • 2025-03-31 → 2025-09-25
    Strategic Advisers Llc
    Federal Way, WA
    Tukwila, WA
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Federal Way, WA
    Tukwila, WA
  • 2012-08-15 → 2018-07-13
    Strategic Advisers Llc
    Seattle, WA
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-14
S63 Uniform Securities Agent State Law Examination 2012-02-20
  • S66 Uniform Combined State Law Examination
    2012-08-14
  • S63 Uniform Securities Agent State Law Examination
    2012-02-20
Designations
Other Names
  • John Lee

View on SEC IAPD

More in Federal Way, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor