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Jared Carter

Strategic Advisers LLC

Valencia, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Valencia, 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
Equitable Advisors, Llc New York NY 10/2020 02/2022
Ucsd Bookstore La Jolla CA 08/2018 06/2020
Northwestern Mutual La Jolla CA 10/2019 12/2019
University Of California, San Diego La Jolla CA 09/2016 06/2020
Unemployed Santa Clarita CA 07/2020 10/2020
Fidelity Investments Santa Clarita CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 02/2022
    Equitable Advisors, Llc
    New York, NY
  • 08/2018 → 06/2020
    Ucsd Bookstore
    La Jolla, CA
  • 10/2019 → 12/2019
    Northwestern Mutual
    La Jolla, CA
  • 09/2016 → 06/2020
    University Of California, San Diego
    La Jolla, CA
  • 07/2020 → 10/2020
    Unemployed
    Santa Clarita, CA
  • 03/2022 → Present
    Fidelity Investments
    Santa Clarita, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Clarita, CA
  • 2021-02-22 → 2022-03-01
    Equitable Advisors, Llc
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-18
  • S66 Uniform Combined State Law Examination
    2021-02-18
Other Names
  • Jared Anthony Carter
  • Jared Carter

View on SEC IAPD

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