Jacqueline Chee Mon Kwan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 09/2016
  J.P. Morgan Chase Bank, N.A.
  Fremont, CA
• 10/2016 → 09/2018
  J.P. Morgan Chase Bank, N.A.
  Fremont, CA
• 09/2018 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Union City, CA
• 09/2018 → 05/2021
  Bank Of America, N.A.
  Union City, CA
• 06/2021 → Present
  Fidelity Investments
  Walnut Creek, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Walnut Creek, CA
• 2018-09-11 → 2021-05-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Union City, CA
  Union City, CA
  Oakland, CA
  Newark, CA
• 2013-11-22 → 2018-09-12
  J.P. Morgan Securities Llc
  Fremont, CA
  Fremont, CA
  Fremont, CA
  San Jose, CA
  San Jose, CA
  Milpitas, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-11-14

Other Names

• Jacqueline C Kwan
• Jacqueline Kwan
• Jackie Kwan
• Jacqueline C Kwan
• Jacqueline Chee Mon Kwan