Paolo Jarin Coronel

Current Employers

Employment History

• 05/2018 → 06/2019
  Ameriprise Financial Services, Inc.
  Pleasant Hill, CA
• 08/2017 → 05/2018
  California Baptist University
  Riverside, CA
• 04/2017 → 08/2017
  Becton Healthcare Resources
  Pleasanton, CA
• 05/2016 → 09/2016
  Sports Fever
  Livermore, CA
• 05/2016 → 01/2017
  Fossil Group, Inc.
  Livermore, CA
• 01/2017 → 04/2017
  N/A
  Dublin, CA
• 09/2014 → 05/2018
  California Baptist University
  Riverside, CA
• 06/2019 → 10/2019
  Sabbatical
  Dublin, CA
• 10/2019 → 06/2023
  Insight Wealth Strategies, Llc
  San Ramon, CA
• 05/2020 → 06/2020
  Mutual Securities, Inc.
  Camarillo, CA
• 06/2023 → 04/2026
  Fidelity Investments
  Dublin, CA
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 04/2026 → Present
  Lpl Financial
  Danville, CA

Previous Registrations

• 2025-03-31 → 2026-04-17
  Strategic Advisers Llc
  Dublin, CA
  San Ramon, CA
  Boston, MA
• 2023-08-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dublin, CA
• 2019-10-14 → 2023-06-14
  Insight Wealth Strategies, Llc
  San Ramon, CA
  San Ramon, CA
• 2019-01-22 → 2019-06-26
  Ameriprise Financial Services, Llc
  Pleasant Hill, CA

Other Businesses

1. 05/2026 - Valley Bible Church - Outside/W-2 Employment - Not Inv Related - 20 Hour(s)/Month - 0 Hour(s) During Trading - Pleasanton CA 94588 - OBA Start Date: 03/01/2025 2. 05/2026 - Master Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 172 Hour(s)/Month - 86 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/14/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-28
• S66 Uniform Combined State Law Examination
  2018-11-12

Designations

Other Names

• Paolo Jarin Coronel
• Paolo Coronel