Best Investors Account Sign in

Jeff R. Lee

Strategic Advisers LLC

Gilbert, AZ

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gilbert, AZ • 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
Merrill Lynch/Bank Of America Chandler AZ 09/2010 01/2022
Bank Of America,Na Chandler AZ 10/2010 01/2022
Fidelity Investments Salt Lake City UT 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → 01/2022
    Merrill Lynch/Bank Of America
    Chandler, AZ
  • 10/2010 → 01/2022
    Bank Of America,Na
    Chandler, AZ
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-132780|OrgNmn:DoorDash|Org Addr:Gilbert,Arizona,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Part time side gig to pick up and deliver food orders to customers|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-13
S63 Uniform Securities Agent State Law Examination 2006-11-13
  • S66 Uniform Combined State Law Examination
    2010-10-13
  • S63 Uniform Securities Agent State Law Examination
    2006-11-13
Other Names
  • Jeff Roger Lee

View on SEC IAPD

More in Gilbert, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor