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Joanna Jin May Ng Beltran

Strategic Advisers LLC

Southlake, TX

Arlington, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States

Arlington, TX • 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
Charles Schwab & Co., Inc Westlake TX 04/2020 03/2023
The Centre Network Chiang Mai 09/2018 11/2019
University Of Texas At Arlington Arlington TX 01/2011 08/2018
Unemployed Arlington TX 12/2019 03/2020
Charles Schwab Bank, Ssb Westlake TX 04/2022 03/2023
Fidelity Investments Southlake TX 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-15
S63 Uniform Securities Agent State Law Examination 2021-01-25
  • 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

View on SEC IAPD

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DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
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