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Jennifer Tran

Strategic Advisers LLC

San Jose, CA

Los Gatos, 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 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17

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
New York Life Insurance Co San Jose CA 12/2014 05/2022
Nylife Securities Llc San Jose CA 09/2017 05/2022
Citigroup San Francisco CA 06/2022 11/2024
Unemployed San Jose CA 11/2024 10/2025
Fidelity Investments Los Gatos CA 10/2025 Present
  • 12/2014 → 05/2022
    New York Life Insurance Co
    San Jose, CA
  • 09/2017 → 05/2022
    Nylife Securities Llc
    San Jose, CA
  • 06/2022 → 11/2024
    Citigroup
    San Francisco, CA
  • 11/2024 → 10/2025
    Unemployed
    San Jose, CA
  • 10/2025 → Present
    Fidelity Investments
    Los Gatos, CA
Previous Registrations
  • 2023-07-11 → 2024-11-08
    Citigroup Global Markets Inc.
    San Francisco, CA
    New York, NY
    New York, NY
    Fountain Valley, CA
    New York, NY
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-11
S63 Uniform Securities Agent State Law Examination 2019-06-18
  • S66 Uniform Combined State Law Examination
    2023-07-11
  • S63 Uniform Securities Agent State Law Examination
    2019-06-18
Other Names
  • Van-Anh Nguyen Tran
  • Jennifer Van-Anh Tran
  • Jennifer Tran
  • Jennifer Van Anh Tran

View on SEC IAPD

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