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Jiyoung I Chung

Strategic Advisers LLC

San Jose, CA

San Jose, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Jose, CA • United States

4160 N First St, San Jose, CA 95134-1513 • 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
Starone Credit Union San Jose CA 03/2011 09/2022
American Investors Company San Ramon CA 09/2015 05/2022
Jiyoung Chung San Jose CA 02/2014 12/2016
Jiyoung Chung Insurance Agent San Jose CA 06/2006 09/2022
Fidelity Investments San Jose CA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → 09/2022
    Starone Credit Union
    San Jose, CA
  • 09/2015 → 05/2022
    American Investors Company
    San Ramon, CA
  • 02/2014 → 12/2016
    Jiyoung Chung
    San Jose, CA
  • 06/2006 → 09/2022
    Jiyoung Chung Insurance Agent
    San Jose, CA
  • 09/2022 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
  • 2015-09-15 → 2022-08-12
    American Investors Company
    San Jose, CA
    San Ramon, CA
    San Jose, CA
  • 2012-06-11 → 2013-12-19
    Transamerica Financial Advisors, Llc
    San Jose, CA
  • 2011-01-03 → 2011-03-29
    Wells Fargo Clearing Services, Llc
    Sunnyvale, CA
    San Jose, CA
    San Jose, CA
  • 2009-12-04 → 2011-01-03
    Wells Fargo Investments, Llc
    Sunnyvale, CA
  • 2009-01-16 → 2009-06-08
    Wells Fargo Investments, Llc
    Sunnyvale, CA
  • 2007-07-12 → 2008-10-27
    Msi Financial Services, Inc.
    Walnut Creek, CA
Other Businesses

OBA-131740|OrgNmn:Joanne Chung|Org Addr:San Jose,California,US|OBA Nature:renting |Invst Rel:N|Title:no title |Duties:meet w/ customer to deliver / recieve equipments. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-23
S63 Uniform Securities Agent State Law Examination 2006-01-13
  • S66 Uniform Combined State Law Examination
    2007-06-23
  • S63 Uniform Securities Agent State Law Examination
    2006-01-13
Other Names
  • Jiyoung I Alexander
  • Joanne Chung
  • Jiyoung Im Chung
  • Joanne Chung
  • Jiyoung I Chung
  • Jiyoung Chung

View on SEC IAPD

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