Joshua Guardado

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 03/2021 → 05/2022
  J.P. Morgan Securities Llc
  Houston, TX
• 05/2020 → 08/2020
  Home Depot
  Houston, TX
• 06/2024 → Present
  Fidelity Investments
  Friendswood, TX
• 09/2020 → 03/2021
  Bank Of Texas
  Houston, TX
• 03/2021 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2019 → 10/2020
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 03/2011 → 06/2019
  Unemployed
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
  Friendswood, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-07
• S63 Uniform Securities Agent State Law Examination
  2021-06-02

Other Names

• Joshua Guardado
• Joshua Emmanuel Guardado