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Jessica A. Rodriguez

Strategic Advisers LLC

Rancho Cucamonga, CA

Corona, CA

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

Branch Locations

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

Corona, 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 Bank Riverside CA 04/2008 08/2020
Fidelity Investments Rancho Cucamonga CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2008 → 08/2020
    Wells Fargo Bank
    Riverside, CA
  • 08/2020 → Present
    Fidelity Investments
    Rancho Cucamonga, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rancho Cucamonga, CA
Other Businesses

OBA-96644|OrgNmn:Amazon Flex|Org Addr:Norco,California,US|OBA Nature:Delivering packages|Invst Rel:N|Title:Independent Contractor|Duties:Delivering Amazon packages|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-93258|OrgNmn:Instawork|Org Addr:California,US|OBA Nature:Cashier/Server/Inventory/Count|Invst Rel:N|Title:Independent Contractor|Duties:Temp work gigs.|StrtDt:09-25-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-16
S63 Uniform Securities Agent State Law Examination 2020-12-16
  • S66 Uniform Combined State Law Examination
    2021-10-16
  • S63 Uniform Securities Agent State Law Examination
    2020-12-16
Other Names
  • Jessica Andrea Rodriguez

View on SEC IAPD

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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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