Jesus Coronel Garcia

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

• 09/2012 → 06/2018
  Wells Fargo
  Sacramento, CA
• 06/2018 → 11/2019
  Jpmorgan Chase Bank, N.A.
  Folsom, CA
• 06/2018 → 11/2019
  J.P. Morgan Securities Llc
  Folsom, CA
• 11/2019 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 01/2020 → 04/2023
  Bank Of America, N.A
  Sacramento, CA
• 04/2023 → Present
  Fidelity Investments
  Sacramento, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Sacramento, CA
• 2020-11-04 → 2023-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-01
• S63 Uniform Securities Agent State Law Examination
  2018-09-20

Other Names

• Jesus S Coronel Garcia
• Jesus Coronel Garcia
• Jesus Coronel
• Jesus Saul Coronel Garcia
• Jesus Coronelgarcia