Jiaqian Zhou

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-03-03
TX	RA	APPROVED	2026-03-03

KY RA
APPROVED

Since 2026-03-03
TX RA
APPROVED

Since 2026-03-03

Branch Locations

Alexandria, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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

Organization	City	State	From	To
Nvr Mortgage Finance Inc.	West Chester	OH	02/2016	04/2020
Unemployed	Alexandria	KY	05/2024	12/2024
Fidelity Investments	Covington	KY	01/2025	Present
Churchill Mortgage Corp	Herndon	VA	04/2020	05/2024

02/2016 → 04/2020

Nvr Mortgage Finance Inc.

West Chester, OH
05/2024 → 12/2024

Unemployed

Alexandria, KY
01/2025 → Present

Fidelity Investments

Covington, KY
04/2020 → 05/2024

Churchill Mortgage Corp

Herndon, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-02
S63	Uniform Securities Agent State Law Examination	2025-04-15

S66 Uniform Combined State Law Examination

2026-03-02
S63 Uniform Securities Agent State Law Examination

2025-04-15

View on SEC IAPD

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