Jonathan David Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jonathan David Lee appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-02-24 | Form ADV | BETTEREDGE CAPITAL LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2026-01-21 | Form ADV | STACKWELL CAPITAL ADVISERS, LLC | CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| 2025-11-17 | Form ADV | EM ADVISOR, LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2026-01-15 | Form ADV | CE INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | OKLAHOMA CITY, OK |
| 2025-03-27 | Form ADV | SIDDHI CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | MERIDIAN, ID |
| 2025-07-29 | Form ADV | LARCH CAPITAL PARTNERS LLC | CCO | MIAMI, FL |