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Jing Lin

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

Pasadena, 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 2026-04-14
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-14
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Pasadena, CA • United States

155 N Lake Avenue, Pasadena, CA 91101-1848 • 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
Jp Morgan Chase Bank Na San Francisco CA 09/2019 11/2020
Jp Morgan Securities Llc San Francisco CA 09/2019 11/2020
Dada Bar San Francisco CA 08/2017 08/2019
The Graduate Bar Oakland CA 03/2017 06/2017
August Hall San Francisco CA 05/2019 03/2020
Brix 581 Oakland CA 09/2016 06/2017
Unemployed Oakland CA 06/2017 08/2017
First Republic Bank San Francisco CA 11/2020 01/2023
Fidelity Investments Pasadena CA 10/2023 Present
Monex Usa Beverly Hills CA 09/2023 10/2023
Clockwork San Francisco CA 05/2023 09/2023
Unemployed San Francisco CA 02/2023 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 11/2020
    Jp Morgan Chase Bank Na
    San Francisco, CA
  • 09/2019 → 11/2020
    Jp Morgan Securities Llc
    San Francisco, CA
  • 08/2017 → 08/2019
    Dada Bar
    San Francisco, CA
  • 03/2017 → 06/2017
    The Graduate Bar
    Oakland, CA
  • 05/2019 → 03/2020
    August Hall
    San Francisco, CA
  • 09/2016 → 06/2017
    Brix 581
    Oakland, CA
  • 06/2017 → 08/2017
    Unemployed
    Oakland, CA
  • 11/2020 → 01/2023
    First Republic Bank
    San Francisco, CA
  • 10/2023 → Present
    Fidelity Investments
    Pasadena, CA
  • 09/2023 → 10/2023
    Monex Usa
    Beverly Hills, CA
  • 05/2023 → 09/2023
    Clockwork
    San Francisco, CA
  • 02/2023 → 05/2023
    Unemployed
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2019-11-06
  • S66 Uniform Combined State Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2019-11-06
Designations
Other Names
  • Diana Lin
  • Jing Z Lin
  • Jing Zhou Lin

View on SEC IAPD

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Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca

Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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