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Jessie Ernesto Umana

Strategic Advisers LLC

Torrance, CA

Carson, 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 2026-01-08
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Carson, 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
Hadd-Co Torrance CA 02/2018 05/2018
Fidelity Investments Torrance CA 08/2024 Present
El Pollo Inka Rolling Hills Estates CA 10/2015 07/2024
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 05/2018
    Hadd-Co
    Torrance, CA
  • 08/2024 → Present
    Fidelity Investments
    Torrance, CA
  • 10/2015 → 07/2024
    El Pollo Inka
    Rolling Hills Estates, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
  • S66 Uniform Combined State Law Examination
    2024-12-13
Other Names
  • Jessie E Umana
  • Jessie Ernesto Umana

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Torrance, CA
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AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
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