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James Chang Lee

Strategic Advisers LLC

Kirkland, WA

Bellevue, 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 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kirkland, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • 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
Reconstructed Wellness Llc Portland OR 08/2021 07/2023
Self-Employed Portland OR 08/2019 07/2023
A Jesus Church Portland OR 06/2017 06/2018
Wood Village Market & Deli Wood Village OR 09/2020 12/2021
K-Town Korean Bbq Portland OR 07/2015 01/2017
Crazy Bowl Asian Grill Clackamas OR 01/2017 04/2017
Unemployed Portland OR 06/2018 08/2018
Unemployed Portland OR 04/2017 06/2017
Portland State University Portland OR 09/2013 03/2017
National University Of Natural Medicine Portland OR 09/2018 07/2020
Fidelity Investments Tukwila WA 12/2023 Present
Unemployed Portland OR 08/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 07/2023
    Reconstructed Wellness Llc
    Portland, OR
  • 08/2019 → 07/2023
    Self-Employed
    Portland, OR
  • 06/2017 → 06/2018
    A Jesus Church
    Portland, OR
  • 09/2020 → 12/2021
    Wood Village Market & Deli
    Wood Village, OR
  • 07/2015 → 01/2017
    K-Town Korean Bbq
    Portland, OR
  • 01/2017 → 04/2017
    Crazy Bowl Asian Grill
    Clackamas, OR
  • 06/2018 → 08/2018
    Unemployed
    Portland, OR
  • 04/2017 → 06/2017
    Unemployed
    Portland, OR
  • 09/2013 → 03/2017
    Portland State University
    Portland, OR
  • 09/2018 → 07/2020
    National University Of Natural Medicine
    Portland, OR
  • 12/2023 → Present
    Fidelity Investments
    Tukwila, WA
  • 08/2023 → 12/2023
    Unemployed
    Portland, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Renton, WA
    Tukwila, WA
Other Businesses

OBA-105118|OrgNmn:Talent Model Management|Org Addr:Portland,Oregon,US|OBA Nature:Talent Agency|Invst Rel:N|Title:Independent Contractor|Duties:Submit applications for acting opportunities and if accepted complete the photoshoot or film.|StrtDt:08-01-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-104850|OrgNmn:YB Trading LLC|Org Addr:Portland,Oregon,US|OBA Nature:Selling trading cards in vendi|Invst Rel:N|Title:Sole Proprietor|Duties:Fill vending machines and manage inventory and finances.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-20
  • S66 Uniform Combined State Law Examination
    2024-02-20

View on SEC IAPD

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