Adviser and broker representative · Strategic Advisers LLC
Jong Ho Lee
CRD 6928384 · Pasadena, CA
At a glance
Jong Ho Lee is an investment adviser representative with Strategic Advisers LLC in Pasadena, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jong Ho’s SEC record dates to 2018, about 8 years ago. Jong Ho is also registered as a broker representative.
Current advisory firm
- Strategic Advisers LLCSince March 2025Pasadena, CA · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jong’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.