Jairo Sotelo

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
CA	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America N.A.	Newport Beach	CA	08/2016	02/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	08/2016	02/2021
Jp Morgan Chase Bank, N.A.	El Monte	CA	03/2021	08/2021
Jpmorgan Securities, Llc	El Monte	CA	03/2021	08/2021
Wells Fargo Clearing Services, Llc	Orange	CA	09/2021	09/2022
Wells Fargo Bank, Na	Orange	CA	09/2021	09/2022
Fidelity Brokerage Services Llc	Greenwood Village	CO	09/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 02/2021

Bank Of America N.A.

Newport Beach, CA
08/2016 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
03/2021 → 08/2021

Jp Morgan Chase Bank, N.A.

El Monte, CA
03/2021 → 08/2021

Jpmorgan Securities, Llc

El Monte, CA
09/2021 → 09/2022

Wells Fargo Clearing Services, Llc

Orange, CA
09/2021 → 09/2022

Wells Fargo Bank, Na

Orange, CA
09/2022 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-12