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Jared Michael Lee

Investment adviser representative at C2 Private Wealth
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. C2 Private WealthJun 2024 to now
  2. Strategic Investment Advisors, LLCMay 2023 to now
  3. Ford CreditJun 2022 to Sep 2022
  4. Signature AssociatesApr 2021 to Sep 2021
  5. Full Time StudentJun 2013 to Apr 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MI).

C2 Private Wealth

Legal name: Strategic Investment Advisors, LLC

$1.8BAssets managed
2,066Clients
14Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7949538
Firm CRD
151501
Advisor's SEC record (opens in a new tab)
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