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Jane Sa

Strategic Advisers LLC

Petaluma, 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_RES 2026-04-27
CA RA APPROVED 2026-04-25
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • CA RA
    APPROVED
    Since 2026-04-25

Branch Locations

Petaluma, 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 Sacramento CA 01/2026 Present
Chase Bank Novato CA 02/2025 01/2026
Chase Bank Novato CA 03/2015 04/2022
Edward Jones Rohnert Park CA 10/2023 02/2025
Morgan Stanley Santa Rosa CA 04/2022 10/2023
  • 01/2026 → Present
    Fidelity Investments
    Sacramento, CA
  • 02/2025 → 01/2026
    Chase Bank
    Novato, CA
  • 03/2015 → 04/2022
    Chase Bank
    Novato, CA
  • 10/2023 → 02/2025
    Edward Jones
    Rohnert Park, CA
  • 04/2022 → 10/2023
    Morgan Stanley
    Santa Rosa, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-29
  • S66 Uniform Combined State Law Examination
    2024-02-29

View on SEC IAPD

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