Cetera Investment Advisers
45yrs
Top advisor by experience in Federal Way
15yrs
John Lee
Financial advisor at Northwest Asset Management
Based in Federal Way, Washington, John Lee is a fiduciary financial advisor with 15 years of industry experience. John has been with Northwest Asset Management since 2025; before that, John spent less than a year at Strategic Advisers and seven years at Fidelity Personal and Workplace Advisors. John holds the CFP® designation.
One of 100 advisors with offices in Federal Way, and one of 99 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 52% of advisors in Washington
OfficeFederal Way, WA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.47 million
Advisors at the firm62
States licensed ?1 state
Services through Northwest Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowNorthwest Asset ManagementCurrent firm
- Mar 2025 – Sep 2025Strategic Advisers LLCPreviously
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
Contact John
(206) 838-3680Firm headquarters in Mercer Island, WA. Ask for John. Federal Way, WAOffice · Get directions LinkedIn pageNorthwest Asset ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Northwest Asset Management at (206) 838-3680 and ask for John Lee. John works from the Federal Way, WA office.
How long has John been a financial advisor?
John has been in the industry since 2012, about 15 years. More experience than 52% of advisors in Washington.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Northwest Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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