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Joel Louis Israel

Strategic Advisers LLC

Los Angeles, 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

Los Angeles, 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
Jli Designs Los Angeles CA 09/2017 04/2021
Inter Pacific Corporate Los Angeles CA 01/2016 12/2016
Unemployed Los Angeles CA 12/2016 09/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 06/2022
Northwestern Mutual Investment Services Llc Santa Monica CA 05/2021 06/2022
Fidelity Investments Los Angeles CA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 04/2021
    Jli Designs
    Los Angeles, CA
  • 01/2016 → 12/2016
    Inter Pacific Corporate
    Los Angeles, CA
  • 12/2016 → 09/2017
    Unemployed
    Los Angeles, CA
  • 05/2021 → 06/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2021 → 06/2022
    Northwestern Mutual Investment Services Llc
    Santa Monica, CA
  • 07/2022 → Present
    Fidelity Investments
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2024-09-06
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08
Other Names
  • Joel Louis Israel

View on SEC IAPD

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