Joanna Jin May Ng Beltran

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

• 04/2020 → 03/2023
  Charles Schwab & Co., Inc
  Westlake, TX
• 09/2018 → 11/2019
  The Centre Network
  Chiang Mai
• 01/2011 → 08/2018
  University Of Texas At Arlington
  Arlington, TX
• 12/2019 → 03/2020
  Unemployed
  Arlington, TX
• 04/2022 → 03/2023
  Charles Schwab Bank, Ssb
  Westlake, TX
• 04/2023 → Present
  Fidelity Investments
  Southlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Southlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-15
• S63 Uniform Securities Agent State Law Examination
  2021-01-25

Other Names

• Joanna Jin May Ng