Jeremiah Lee has been Chief Executive Officer of TriCord Advisors since August 2024, is a control person of the firm and directly owns between 25% and 50% of it. Jeremiah Lee holds an Undergraduate degree from Haas School of Business, U.C. Berkeley. Jeremiah Lee studied at Pepperdine University School of Law.
Tricord Advisors, Inc. is a Riverside, CA firm with $432M under management, 552 clients and 5 advisers in one office, as of its March 2026 filing.
Jeremiah J. Lee is Chief Executive Officer of TriCord Advisors, Inc. He is both a financial planner and an attorney, and he founded TriCord Legal Services, Inc. to provide legal services to the clients of TriCord Advisors when needed. Before joining the firm, he spent seven years with Best Best & Krieger LLP as a business attorney focusing on mergers and acquisitions, commercial real estate, estate planning, and business and succession planning.
- Tricord Advisors, Inc.Current– present · 6 yearsRiverside, CA · Adviser representative · Firm CRD 155749
Professional designations
Listed by TriCord Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeremiah Lee is registered as an investment adviser representative in California, since July 2020.
- CaliforniaSince 8 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremiah J Lee
- CRD
- 7271911
- Firm
- TriCord Advisors · CRD 155749
- Role
- Chief Executive Officer
- Office
- 6772 MAGNOLIA AVENUE, Riverside, CA 92506
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tricordadvisors.com
Where does Jeremiah Lee work?
Jeremiah Lee has been Chief Executive Officer of Tricord Advisors, Inc. since August 2024, and is a control person of the firm.
Is Jeremiah Lee a financial advisor?
Yes. Jeremiah Lee has a current investment-adviser registration in California, through TriCord Advisors since July 2020.
How many years of experience does Jeremiah Lee have?
Jeremiah Lee has 6 years in the financial industry, since July 2020, across 1 adviser firm.
What exams has Jeremiah Lee passed?
Jeremiah Lee passed the Series 65 in February 2020.
Where is Jeremiah Lee based?
Jeremiah Lee’s registered office is in Riverside, CA.
Is Jeremiah Lee registered with FINRA?
No. Jeremiah Lee has no current broker registration.
Is Jeremiah Lee a CFP?
TriCord Advisors lists Jeremiah Lee with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeremiah Lee’s record?
Search CRD 7271911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremiah Lee’s full registration record.
