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Brandon Robles

Strategic Advisers LLC

Placentia, CA

Brea, 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

Placentia, CA • United States

815 E Birch St, Brea, CA 92821-5765 • 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
Jp Morgan Chase Bank, N.A. Whittier CA 01/2012 08/2021
Fidelity Brokerage Services Llc Irvine CA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → 08/2021
    Jp Morgan Chase Bank, N.A.
    Whittier, CA
  • 08/2021 → Present
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
  • 2014-11-03 → 2021-08-18
    J.P. Morgan Securities Llc
    La Mirada, CA
    Whittier, CA
    Norwalk, CA
    Whittier, CA
    Whittier, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-30
S63 Uniform Securities Agent State Law Examination 2012-11-29
  • S66 Uniform Combined State Law Examination
    2014-10-30
  • S63 Uniform Securities Agent State Law Examination
    2012-11-29
Other Names
  • Brandon Mario Robles

View on SEC IAPD

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