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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States

San Diego, 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
Wells Fargo Advisors Llc San Diego CA 04/2016 09/2016
Fidelity Brokerage Services Llc San Diego CA 09/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 09/2016
    Wells Fargo Advisors Llc
    San Diego, CA
  • 09/2016 → Present
    Fidelity Brokerage Services Llc
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-26
S63 Uniform Securities Agent State Law Examination 2016-06-15
  • S66 Uniform Combined State Law Examination
    2018-03-26
  • S63 Uniform Securities Agent State Law Examination
    2016-06-15
Other Names
  • Jerel Custodio
  • Jerel Guevara Custodio

View on SEC IAPD

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