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Jong Ho Lee

Strategic Advisers LLC

Pasadena, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Pasadena, CA • 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
Edward Jones St Louis MO 04/2018 06/2021
Franklin Educational Services Brentwood CA 03/2011 03/2018
Valor Academy High School Panorama City CA 08/2017 01/2018
Vaughn Next Century Learning Center Pacoima CA 06/2014 06/2017
Fidelity Investments Pasadena CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 06/2021
    Edward Jones
    St Louis, MO
  • 03/2011 → 03/2018
    Franklin Educational Services
    Brentwood, CA
  • 08/2017 → 01/2018
    Valor Academy High School
    Panorama City, CA
  • 06/2014 → 06/2017
    Vaughn Next Century Learning Center
    Pacoima, CA
  • 06/2021 → Present
    Fidelity Investments
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
  • 2018-06-01 → 2021-06-07
    Edward Jones
    Pasadena, CA
    St Louis, MO
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-31
  • S66 Uniform Combined State Law Examination
    2018-05-31
Other Names
  • Jon Lee

View on SEC IAPD

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Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
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Mui Fan CHAN Graca

Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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