Best Investors Account Sign in

Juan Bosco Dos Santos Concepcion

Strategic Advisers LLC

San Jose, CA

Mountain View, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-11
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-08-11
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Jose, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin/Templeton Distributors, Inc. San Mateo CA 04/1998 10/2020
Franklin Templeton Financial Services Corp. San Mateo CA 07/2019 10/2020
Ameritas Investment Company, Llc Lincoln NE 01/2021 10/2021
Ameritas Advisory Services, Llc Lincoln NE 11/2021 11/2021
Fidelity Investments Mountain View CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/1998 → 10/2020
    Franklin/Templeton Distributors, Inc.
    San Mateo, CA
  • 07/2019 → 10/2020
    Franklin Templeton Financial Services Corp.
    San Mateo, CA
  • 01/2021 → 10/2021
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → 11/2021
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 11/2021 → Present
    Fidelity Investments
    Mountain View, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
  • 2021-11-01 → 2021-11-08
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 2021-04-07 → 2021-11-01
    Ameritas Investment Company, Llc
    Glendale, AZ
    Gilroy, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-24
S63 Uniform Securities Agent State Law Examination 2001-02-28
  • S65 Uniform Investment Adviser Law Examination
    2021-02-24
  • S63 Uniform Securities Agent State Law Examination
    2001-02-28
Other Names
  • Bosco Concepcion
  • John Concepcion
  • Juan Bosco D Concepcion
  • John Bosco Concepcion
  • Juan Bosco D Concepcion
  • John Bosco D Concepcion
  • Juan B Concepcion
  • Juan Bosco Bosco D Concepcion

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor