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Joshua Bryan Nelson

Strategic Advisers LLC

San Diego, CA

Carlsbad, 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

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

Carlsbad, 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
Orange Coast College Costa Mesa CA 01/2016 01/2018
Western Colorado University Gunnison CO 01/2018 01/2020
Doctor Genius Lake Forest CA 01/2020 08/2020
Fidelity Investments Newport Beach CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 01/2018
    Orange Coast College
    Costa Mesa, CA
  • 01/2018 → 01/2020
    Western Colorado University
    Gunnison, CO
  • 01/2020 → 08/2020
    Doctor Genius
    Lake Forest, CA
  • 08/2020 → Present
    Fidelity Investments
    Newport Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-12
S63 Uniform Securities Agent State Law Examination 2021-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-12
  • S63 Uniform Securities Agent State Law Examination
    2021-10-28
Other Names
  • Joshua Nelson

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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