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Rene Ventura

Strategic Advisers LLC

Rancho Cucamonga, CA

Glendora, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-09
CA RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2026-02-09
  • CA RA
    APPROVED
    Since 2025-04-04

Branch Locations

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States

Glendora, 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
Fidelity Investments Rancho Cucamonga CA 02/2025 Present
Wells Fargo Advisors Llc Brea CA 12/2015 11/2016
Wells Fargo Bank, Na Orange CA 09/2012 10/2024
Unemployed Glendora CA 10/2024 02/2025
Wells Fargo Clearing Services, Llc Orange CA 11/2016 10/2024
  • 02/2025 → Present
    Fidelity Investments
    Rancho Cucamonga, CA
  • 12/2015 → 11/2016
    Wells Fargo Advisors Llc
    Brea, CA
  • 09/2012 → 10/2024
    Wells Fargo Bank, Na
    Orange, CA
  • 10/2024 → 02/2025
    Unemployed
    Glendora, CA
  • 11/2016 → 10/2024
    Wells Fargo Clearing Services, Llc
    Orange, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S63 Uniform Securities Agent State Law Examination 2016-04-19
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S63 Uniform Securities Agent State Law Examination
    2016-04-19

View on SEC IAPD

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Qiong Zhang Jackson
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Other Offices

OSAIC WEALTH, INC. · RANCHO CUCAMONGA, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
PRIVATUS · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · RANCHO CUCAMONGA, CA
LPL ENTERPRISE, LLC · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Cucamonga, CA
EDWARD JONES · RANCHO CUCAMONGA, CA
PDE WEALTH ADVISORS, LLC · RANCHO CUCAMONGA, CA

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