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Jocelyn Marisol Ortiz

Strategic Advisers LLC

Wilmington, CA

Torrance, 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

Wilmington, CA • United States

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • 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
University Of California, Riverside Riverside CA 09/2016 06/2020
University Of California Riverside Dining Services Riverside CA 09/2016 03/2019
Associated Students Of The University Of California Riverside Riverside CA 06/2019 06/2020
University Of California Riverside (Ssfac) Riverside CA 11/2019 06/2020
Fidelity Investments Westlake TX 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2020
    University Of California, Riverside
    Riverside, CA
  • 09/2016 → 03/2019
    University Of California Riverside Dining Services
    Riverside, CA
  • 06/2019 → 06/2020
    Associated Students Of The University Of California Riverside
    Riverside, CA
  • 11/2019 → 06/2020
    University Of California Riverside (Ssfac)
    Riverside, CA
  • 09/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
S63 Uniform Securities Agent State Law Examination 2021-01-22
  • S66 Uniform Combined State Law Examination
    2022-08-19
  • S63 Uniform Securities Agent State Law Examination
    2021-01-22

View on SEC IAPD

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