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Jacqueline Chee Mon Kwan

Strategic Advisers LLC

Walnut Creek, CA

Dublin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Dublin, CA • 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
J.P. Morgan Chase Bank, N.A. Fremont CA 03/2015 09/2016
J.P. Morgan Chase Bank, N.A. Fremont CA 10/2016 09/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Union City CA 09/2018 05/2021
Bank Of America, N.A. Union City CA 09/2018 05/2021
Fidelity Investments Walnut Creek CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-14
  • 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

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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