Best Investors Account Sign in

Jerry Cortes

Strategic Advisers LLC

Henderson, NV

Henderson, NV

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Henderson, NV • 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
Fidelity Investments Salt Lake City UT 06/2021 Present
Unemployed Provo UT 02/2021 05/2021
Department Of Workforce Services State Of Ut Provo UT 05/2019 01/2021
Melaleuca, The Wellness Company Rexburg ID 12/2018 04/2019
The Occasions Group Rexburg ID 10/2018 11/2018
Discover Financial Services West Valley UT 01/2018 10/2018
Zions First National Bank Midvale UT 07/2016 01/2018
Lds Business College Salt Lake City UT 09/2016 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 02/2021 → 05/2021
    Unemployed
    Provo, UT
  • 05/2019 → 01/2021
    Department Of Workforce Services State Of Ut
    Provo, UT
  • 12/2018 → 04/2019
    Melaleuca, The Wellness Company
    Rexburg, ID
  • 10/2018 → 11/2018
    The Occasions Group
    Rexburg, ID
  • 01/2018 → 10/2018
    Discover Financial Services
    West Valley, UT
  • 07/2016 → 01/2018
    Zions First National Bank
    Midvale, UT
  • 09/2016 → 05/2018
    Lds Business College
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-126151|OrgNmn:PatientPulse|Org Addr:Henderson,Nevada,US|OBA Nature:Help med spas book and complet|Invst Rel:N|Title:Sole Proprietor|Duties:Run the company|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2021-12-06
  • S66 Uniform Combined State Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
CHARLES SCHWAB & CO., INC.

Other Investors

Todd Douglas Hauge
Farhad Kalanaki
Madhu sudan Sharma
Daniel Carvallo
LIZETTE LARA
Adam William Turek
Markus William Gamett
TROY DUKE ERWIN

Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
CHARLES SCHWAB & CO., INC. · Henderson, NV

More in Henderson, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor