Jose Andres Delgado

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 07/2017
  San Diego County Fair
  Del Mar, CA
• 12/2017 → 07/2018
  Mcdonalds
  Escondido, CA
• 07/2016 → 05/2017
  Unemployed
  Escondido, CA
• 02/2021 → 01/2023
  Jpmorgan Chase
  Chico, CA
• 08/2018 → 08/2018
  Unemployed
  Chico, CA
• 09/2018 → 05/2020
  Mcdonalds
  Chico, CA
• 09/2024 → Present
  Fidelity Investments
  Roseville, CA
• 07/2020 → 01/2021
  Mcdonalds
  Escondido, CA
• 08/2017 → 12/2017
  Unemployed
  Escondido, CA
• 06/2020 → 06/2020
  Unemployed
  Escondido, CA
• 01/2023 → 08/2024
  Tri Counties Bank
  Chico, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chico, CA
  Roseville, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23

Other Names

• Jose A Delgado
• Jose Andres Delgado