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Ken Wonseob Jo

Strategic Advisers LLC

Irvine, 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 2025-05-14
TX RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14
  • TX RA
    APPROVED
    Since 2025-05-14

Branch Locations

Irvine, 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
Nylife Securities Llc Irvine CA 03/2021 06/2024
Wargaming Korea Ltd. Seoul 09/2014 10/2016
Fidelity Investments Westlake TX 06/2024 Present
Irvine Ihc Inc Irvine CA 11/2016 11/2020
Eagle Strategies Llc Irvine CA 01/2023 06/2024
New York Life Insurance Company Irvine CA 08/2020 06/2024
  • 03/2021 → 06/2024
    Nylife Securities Llc
    Irvine, CA
  • 09/2014 → 10/2016
    Wargaming Korea Ltd.
    Seoul
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2016 → 11/2020
    Irvine Ihc Inc
    Irvine, CA
  • 01/2023 → 06/2024
    Eagle Strategies Llc
    Irvine, CA
  • 08/2020 → 06/2024
    New York Life Insurance Company
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-14
S63 Uniform Securities Agent State Law Examination 2021-04-17
  • S65 Uniform Investment Adviser Law Examination
    2023-01-14
  • S63 Uniform Securities Agent State Law Examination
    2021-04-17
Designations
Other Names
  • Won Seob Cho
  • Ken Jo
  • Ken Wonseob Jo
  • Ken W Jo

View on SEC IAPD

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