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Jenna Marina Miramontes

Strategic Advisers LLC

Mission Viejo, CA

Dana Point, 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 2026-07-13
CA RA APPROVED 2026-05-21
  • TX RA
    APPROVED
    Since 2026-07-13
  • CA RA
    APPROVED
    Since 2026-05-21

Branch Locations

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Dana Point, 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
Global Atlantic Distributors, Llc Wayne PA 08/2024 01/2026
Nordstroms Mission Viejo CA 06/2021 09/2021
All Inclusive Insurance Services Newport Beach CA 04/2023 08/2023
Verb Technolohy Company Inc. Newport Beach CA 07/2022 09/2022
University Of California, Irvine Irvine CA 08/2020 08/2024
Dana Hills High School Dana Point CA 08/2016 08/2020
Unemployed King Of Prussia PA 01/2026 02/2026
Fidelity Investments Mission Viejo CA 02/2026 Present
  • 08/2024 → 01/2026
    Global Atlantic Distributors, Llc
    Wayne, PA
  • 06/2021 → 09/2021
    Nordstroms
    Mission Viejo, CA
  • 04/2023 → 08/2023
    All Inclusive Insurance Services
    Newport Beach, CA
  • 07/2022 → 09/2022
    Verb Technolohy Company Inc.
    Newport Beach, CA
  • 08/2020 → 08/2024
    University Of California, Irvine
    Irvine, CA
  • 08/2016 → 08/2020
    Dana Hills High School
    Dana Point, CA
  • 01/2026 → 02/2026
    Unemployed
    King Of Prussia, PA
  • 02/2026 → Present
    Fidelity Investments
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
Other Names
  • Jenna Miramontes
  • Jenna Marina Miramontes

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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