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Jun Sheng Xu

Strategic Advisers LLC

San Francisco, CA

South San Francisco, 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

8 Montgomery St, San Francisco, CA 94104-4625 • United States

South San Francisco, 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
Scottrade Cupertino CA 09/2014 02/2018
Td Ameritrade, Inc. San Mateo CA 02/2018 10/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 10/2022
Charles Schwab San Mateo CA 01/2022 10/2022
Fidelity Investments San Francisco CA 02/2023 Present
N/A Daly City CA 10/2022 02/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 02/2018
    Scottrade
    Cupertino, CA
  • 02/2018 → 10/2022
    Td Ameritrade, Inc.
    San Mateo, CA
  • 02/2018 → 10/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 01/2022 → 10/2022
    Charles Schwab
    San Mateo, CA
  • 02/2023 → Present
    Fidelity Investments
    San Francisco, CA
  • 10/2022 → 02/2023
    N/A
    Daly City, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2022-01-26 → 2022-09-12
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 2018-02-27 → 2022-09-12
    Td Ameritrade, Inc.
    San Mateo, CA
  • 2018-02-26 → 2022-09-12
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    San Mateo, CA
    San Mateo, CA
  • 2017-02-17 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-17
S63 Uniform Securities Agent State Law Examination 2014-01-17
  • S66 Uniform Combined State Law Examination
    2017-02-17
  • S63 Uniform Securities Agent State Law Examination
    2014-01-17
Designations
Other Names
  • Jason Xu
  • Jun Sheng Xu
  • Jun S Xu

View on SEC IAPD

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Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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