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Jenny L Espinoza

Strategic Advisers LLC

Sugar Land, TX

Sugar Land, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Sugar Land, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 07/2015 03/2023
Bank Of America, N.A. Houston TX 07/2015 03/2023
Fidelity Investments Sugar Land TX 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Other Businesses

OBA-121170|OrgNmn:Uber/ Lyft|Org Addr:sugar land,Texas,US|OBA Nature:Rideshare|Invst Rel:N|Title:driver|Duties:driving|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-11
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S66 Uniform Combined State Law Examination
    2014-09-11
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21
Other Names
  • Jenny Leticia Espinoza
  • Jenny L Salazar
  • Jenny Leticia Salazar
  • Jenny L Salazar
  • Jenny L Espinoza

View on SEC IAPD

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