UBS Financial Services
47yrs
Top advisor by experience in Pasadena
8yrs
Jong Lee is a fiduciary financial advisor in Pasadena, California, with 8 years in the industry. After four years at Fidelity Personal and Workplace Advisors and three years at Edward Jones, Jong joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 53% of advisors at Strategic Advisers
OfficePasadena, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2018 – 2021Edward JonesPreviously
Contact Jong Ho
Pasadena, CAOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jong Ho
Tailored to Jong Ho’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Jong Ho
How do I contact Jong Ho?
Call Strategic Advisers at (617) 563-7000 and ask for Jong Lee. Jong Ho works from the Pasadena, CA office.
How long has Jong Ho been a financial advisor?
Jong Ho has been in the industry since 2018, about 8 years. More experience than 53% of advisors at Strategic Advisers.
What licenses does Jong Ho hold?
Series 66. Tap any license on this page to see what it allows.
Is Jong Ho a fiduciary?
Jong Ho is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jong Ho paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jong Ho 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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