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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Jose, CA • United States

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • 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
Jpmorgan Chase Bank Sunnyvale CA 08/2016 10/2020
Self San Jose CA 05/2015 03/2018
Fidelity Investments Los Gatos CA 04/2023 Present
Jpmorgan Chase Bank Sunnyvale CA 10/2020 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 10/2020
    Jpmorgan Chase Bank
    Sunnyvale, CA
  • 05/2015 → 03/2018
    Self
    San Jose, CA
  • 04/2023 → Present
    Fidelity Investments
    Los Gatos, CA
  • 10/2020 → 03/2023
    Jpmorgan Chase Bank
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-26
S63 Uniform Securities Agent State Law Examination 2012-07-17
  • S66 Uniform Combined State Law Examination
    2023-08-26
  • S63 Uniform Securities Agent State Law Examination
    2012-07-17
Designations

View on SEC IAPD

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