James K. Lee
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsAug 2023 to now
- UnemployedJun 2023 to Aug 2023
- Sidvin Enterprises Inc.Aug 2022 to Jan 2023
- Help Them Succeed LLCJul 2020 to Dec 2021
- New Song ChurchJul 2018 to Aug 2018
- Mansfield IsdAug 2017 to Jun 2023
- UnemployedJul 2017 to Aug 2017
- New Song ChurchJun 2017 to Jul 2017
- UnemployedMay 2017 to Jun 2017
- Grand Prairie IsdAug 2016 to May 2017
- Full Time StudentMay 2014 to Dec 2016
- Self EmployedAug 2012 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 8038467
- Firm CRD
- 104555