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Jonathan Negrete Torres

Strategic Advisers LLC

Walnut Creek, CA

Concord, 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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Concord, 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
Student Concord CA 01/2010 06/2017
Mels Diner Walnut Creek CA 12/2017 01/2018
Unemployed Chico CA 07/2017 11/2017
Csu Chico Chico CA 08/2019 12/2020
Lpl Financial Llc Chico CA 03/2021 06/2022
Student Chico CA 08/2017 06/2022
Fidelity Investments Westlake TX 07/2022 Present
International Education & Global Engagement Chico CA 08/2019 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2010 → 06/2017
    Student
    Concord, CA
  • 12/2017 → 01/2018
    Mels Diner
    Walnut Creek, CA
  • 07/2017 → 11/2017
    Unemployed
    Chico, CA
  • 08/2019 → 12/2020
    Csu Chico
    Chico, CA
  • 03/2021 → 06/2022
    Lpl Financial Llc
    Chico, CA
  • 08/2017 → 06/2022
    Student
    Chico, CA
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2019 → 12/2020
    International Education & Global Engagement
    Chico, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bay Point, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-17
S63 Uniform Securities Agent State Law Examination 2022-08-29
  • S66 Uniform Combined State Law Examination
    2024-01-17
  • S63 Uniform Securities Agent State Law Examination
    2022-08-29
Other Names
  • Jonathan Negrete Torres
  • Jonathan Negretetorres

View on SEC IAPD

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DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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