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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-28
CA RA APPROVED 2026-04-23
  • TX RA
    APPROVED
    Since 2026-04-28
  • CA RA
    APPROVED
    Since 2026-04-23

Branch Locations

8 Montgomery St, San Francisco, CA 94104-4625 • United States

Novato, 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
Fidelity Investments San Francisco CA 03/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 10/2019 03/2026
Unemployed Berkeley CA 05/2017 01/2018
University Of California, Berkeley Berkeley CA 01/2018 12/2019
University Of San Francisco San Francisco CA 08/2015 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 05/2019 10/2019
Previous Registrations
Other Businesses

OBA-128618|OrgNmn:Jerod Mah 2021 Living Trust |Org Addr:Novato ,California,US|OBA Nature:Trustee for own Trust |Invst Rel:Y|Title:Grantor/Trustee |Duties:Management of own Trust (Maintaining Trust, Investment Decisions - In accordance with Fidelity compliance, etc.)|StrtDt:12-22-21|TotHrs/mon:3|TrdHrs/mon:0|OBA-128617|OrgNmn:K.J. Tennis|Org Addr:Novato ,California,US|OBA Nature:Content Creator |Invst Rel:N|Title:Content Creator |Duties:Film product reviews, tennis tips, and all things tennis |StrtDt:10-10-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-128613|OrgNmn:Tennis Spin |Org Addr:Greenbrae,California,US|OBA Nature:Social Media Tennis Content |Invst Rel:N|Title:Tennis Player|Duties:Appearing in Youtube videos focused around tennis content. Product reviews, tennis tips, tennis strategy, etc.|StrtDt:06-06-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-128615|OrgNmn:Mah Tennis |Org Addr:Novato ,California,US|OBA Nature:Tennis Instagram page for tenn|Invst Rel:N|Title:Content Creator |Duties:Film product review, tennis tips, and all other tennis content |StrtDt:12-03-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-27
  • S66 Uniform Combined State Law Examination
    2025-09-27
Other Names
  • Jerod Mah
  • Jerod Matthew Mah

View on SEC IAPD

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