Patrick C Ho

Strategic Advisers LLC

Mountain View, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Dublin, 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

Organization	City	State	From	To
Jpmorgan Chase Bank	Foster City	CA	11/2011	09/2019
J.P. Morgan Securities Llc	Foster City	CA	10/2012	09/2019
Jpmorgan Chase Bank, N.A.	Daly City	CA	01/2018	09/2019
Fidelity Brokerage Services Llc	Mountain View	CA	09/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2011 → 09/2019

Jpmorgan Chase Bank

Foster City, CA
10/2012 → 09/2019

J.P. Morgan Securities Llc

Foster City, CA
01/2018 → 09/2019

Jpmorgan Chase Bank, N.A.

Daly City, CA
09/2019 → Present

Fidelity Brokerage Services Llc

Mountain View, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-10-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mountain View, CA
2017-06-01 → 2019-09-17

J.P. Morgan Securities Llc

Foster City, CA

Pacifica, CA

Daly City, CA

South San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-26
S63	Uniform Securities Agent State Law Examination	2012-07-20

S66 Uniform Combined State Law Examination

2017-05-26
S63 Uniform Securities Agent State Law Examination

2012-07-20

View on SEC IAPD

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