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Jorge Camberos Soto

Strategic Advisers LLC

San Francisco, CA

Antioch, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Antioch, 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 Brokerage Services Berkeley CA 07/2019 05/2022
Wells Fargo Bank Turlock CA 02/2013 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 03/2024 09/2024
Sensiba Llp Pleasanton CA 06/2022 03/2024
Bank Of America N.A. Walnut Creek CA 05/2024 09/2024
Fidelity Investments San Francisco CA 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 05/2022
    Fidelity Brokerage Services
    Berkeley, CA
  • 02/2013 → 05/2019
    Wells Fargo Bank
    Turlock, CA
  • 03/2024 → 09/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Walnut Creek, CA
  • 06/2022 → 03/2024
    Sensiba Llp
    Pleasanton, CA
  • 05/2024 → 09/2024
    Bank Of America N.A.
    Walnut Creek, CA
  • 09/2024 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2024-04-04 → 2024-09-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Walnut Creek, CA
  • 2021-08-18 → 2022-06-14
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-06
S63 Uniform Securities Agent State Law Examination 2019-10-18
  • S65 Uniform Investment Adviser Law Examination
    2021-08-06
  • S63 Uniform Securities Agent State Law Examination
    2019-10-18
Other Names
  • Jorge Camberos Soto
  • Jorge Camberos
  • Jorge Camberossoto

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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