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Jonathon Lee

Strategic Advisers LLC

Bothell, WA

Lynnwood, WA

Seattle, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

22722 29Th Drive Se Suite 100, Bothell, WA 98021-4401 • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Seattle, WA • 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
Bank Of America, N.A Seattle WA 10/2015 12/2021
Merrill Lynch,Pierce, Fenner & Smith Incorporated Seattle WA 10/2015 12/2021
Fidelity Investments Westlake TX 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 12/2021
    Bank Of America, N.A
    Seattle, WA
  • 10/2015 → 12/2021
    Merrill Lynch,Pierce, Fenner & Smith Incorporated
    Seattle, WA
  • 12/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2016-01-26 → 2021-12-13
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Shoreline, WA
    Shoreline, WA
    Lynnwood, WA
    Seattle, WA
    Lynnwood, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Kirkland, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-22
S63 Uniform Securities Agent State Law Examination 2012-11-26
  • S66 Uniform Combined State Law Examination
    2016-01-22
  • S63 Uniform Securities Agent State Law Examination
    2012-11-26
Other Names
  • Jonathon Lee
  • Jonathon Young Lee

View on SEC IAPD

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LPL FINANCIAL LLC

Other Investors

JOHN ALLEN CARRUTHERS
NEIL FREDERICK FENNING
PERRY THOMAS SIKES
DONALD GAYLEN CREECH
KATRINA LOUISE VAN RENSUM
SCOTT Douglas HEDGCOCK
COLTON JEROME SMITH
COURTNEY JONES

Other Offices

A5 FINANCIAL LLC · BOTHELL, WA
INVESTOR RESOURCES INC · BOTHELL, WA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BOTHELL, WA
COMPOUND PLANNING, INC. · Bothell, WA
SOUND INVESTMENT STRATEGIES, INC. · Bothell, WA
STRATEGIC BLUEPRINT, LLC · Bothell, WA
CETERA INVESTMENT ADVISERS LLC · BOTHELL, WA
LPL FINANCIAL LLC · BOTHELL, WA

More in Bothell, WA

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