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Jose Luis Coreas

Strategic Advisers LLC

Santa Monica, CA

Culver City, 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 2025-07-14
TX RA APPROVED 2025-07-14
  • CA RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States

Culver City, 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
Jpmorgan Chase Bank, N.A. Los Angeles CA 10/2019 12/2021
J.P. Morgan Securities Llc Los Angeles CA 11/2020 12/2021
Postmates Culver City CA 06/2018 09/2019
Castillo Realty Group Santa Monica CA 09/2017 07/2019
Bank Of America Corp Los Angeles CA 10/2003 06/2017
Unemployed Culver City CA 07/2017 08/2017
Fidelity Investments Santa Monica CA 12/2021 Present
  • 10/2019 → 12/2021
    Jpmorgan Chase Bank, N.A.
    Los Angeles, CA
  • 11/2020 → 12/2021
    J.P. Morgan Securities Llc
    Los Angeles, CA
  • 06/2018 → 09/2019
    Postmates
    Culver City, CA
  • 09/2017 → 07/2019
    Castillo Realty Group
    Santa Monica, CA
  • 10/2003 → 06/2017
    Bank Of America Corp
    Los Angeles, CA
  • 07/2017 → 08/2017
    Unemployed
    Culver City, CA
  • 12/2021 → Present
    Fidelity Investments
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
S63 Uniform Securities Agent State Law Examination 2021-03-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21
  • S63 Uniform Securities Agent State Law Examination
    2021-03-08
Other Names
  • Jose Coreas
  • Jose L Coreas
  • Jose Luis Coreas
  • Jose Luis Coreas

View on SEC IAPD

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