Janella Moya

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

• 01/2019 → 04/2022
  J.P. Morgan Securities Llc
  San Antonio, TX
• 11/2018 → 01/2019
  Strategic Staffing Solutions
  San Antonio, TX
• 11/2018 → 01/2019
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 11/2018 → 01/2019
  Usaa Investment Management Company
  San Antonio, TX
• 02/2016 → 10/2018
  J.P. Morgan Securities Llc
  San Antonio, TX
• 04/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2019-05-09 → 2022-04-07
  J.P. Morgan Securities Llc
  San Antonio, TX
  Chicago, IL
• 2018-11-30 → 2019-02-14
  Usaa Investment Services Company
  San Antonio, TX
• 2017-10-03 → 2018-11-01
  J.P. Morgan Securities Llc
  San Antonio, TX

Other Businesses

OBA-67895|OrgNmn:Favor|Org Addr:austin,Texas,US|OBA Nature:food and grocery delivery|Invst Rel:N|Title:delivery driver|Duties:grocery and food delivery |StrtDt:03-01-21|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29
• S63 Uniform Securities Agent State Law Examination
  2014-09-22

Other Names

• Janella Moya
• Janella J Barrera
• Janella Jo Diaz
• Janella Barrera
• Janella J Diaz
• Janella Jo Moya
• Janella J Moya