Frankie Jo Renee Ceja

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

Mesa, AZ • 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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Scottsdale	AZ	04/2014	11/2016
Wells Fargo Clearing Services, Llc	Scottsdale	AZ	11/2016	05/2020
Fidelity Brokerage Services Llc	Chandler	AZ	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2014 → 11/2016

Wells Fargo Advisors Llc

Scottsdale, AZ
11/2016 → 05/2020

Wells Fargo Clearing Services, Llc

Scottsdale, AZ
06/2020 → Present

Fidelity Brokerage Services Llc

Chandler, AZ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-06-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mesa, AZ
2014-04-29 → 2020-06-04

Wells Fargo Clearing Services, Llc

Scottsdale, AZ
2007-11-19 → 2014-05-05

Ubs Financial Services Inc.

Scottsdale, AZ
2007-08-24 → 2007-09-26

Morgan Stanley & Co. Llc

Scottsdale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-13

S66 Uniform Combined State Law Examination

2007-08-13

Designations

Other Names

Frankie Jo Olmos
Frankie Jo Renee Olmos
Frankie Jo Ceja

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

VAL VISTA CAPITAL MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENT FINANCIAL GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ADRIENNE TERENA BORCHERS

RENEE JEAN HRUSKA

ANDREA MICHELLE MCLELLAND

Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ

EDWARD JONES · CHANDLER, AZ

LPL FINANCIAL LLC · CHANDLER, AZ

VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ

WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ

EDWARD JONES · SUN LAKES, AZ

STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ

INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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