Best Investors Account Sign in

Jihee Lee

Strategic Advisers LLC

Pleasant Hill, CA

Walnut Creek, CA

Claim This Profile
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

Pleasant Hill, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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 Walnut Creek CA 04/2023 Present
Jp Morgan Chase Walnut Creek CA 04/2021 04/2023
Hilton Hotels San Francisco CA 11/2009 10/2020
Unemployed Pleasant Hill CA 10/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 04/2021 → 04/2023
    Jp Morgan Chase
    Walnut Creek, CA
  • 11/2009 → 10/2020
    Hilton Hotels
    San Francisco, CA
  • 10/2020 → 04/2021
    Unemployed
    Pleasant Hill, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pleasant Hill, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Jessie Lee

View on SEC IAPD

More in Pleasant Hill, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor