James Stephen Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Stephen Lee appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-05 | Form ADV | JFS WEALTH ADVISORS, LLC | VICE PRESIDENT | HERMITAGE, PA |
| — | Form ADV | CQS (UK) LLP | MEMBER OF CQS (UK) LLP MANAGEMENT COMMITTEE | LONDON |