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Joshua Go

Strategic Advisers LLC

Los Gatos, CA

Santa Clara, 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 2025-05-19
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-05-19

Branch Locations

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States

Santa Clara, 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
Cnacpa, Pc Morgan Hill CA 12/2020 03/2021
Pricewaterhousecoopers Llp San Francisco CA 10/2019 11/2020
Unemployed San Mateo CA 07/2024 02/2025
Jpmorgan Chase & Co. San Francisco CA 06/2023 07/2024
First Republic Bank San Francisco CA 06/2021 06/2023
Opentable San Francisco CA 07/2017 10/2019
Unemployed San Francisco CA 03/2021 06/2021
Fidelity Investments Los Gatos CA 03/2025 Present
Accounting Principals San Francisco CA 04/2017 07/2017
Towne Park San Francisco CA 08/2015 06/2017
  • 12/2020 → 03/2021
    Cnacpa, Pc
    Morgan Hill, CA
  • 10/2019 → 11/2020
    Pricewaterhousecoopers Llp
    San Francisco, CA
  • 07/2024 → 02/2025
    Unemployed
    San Mateo, CA
  • 06/2023 → 07/2024
    Jpmorgan Chase & Co.
    San Francisco, CA
  • 06/2021 → 06/2023
    First Republic Bank
    San Francisco, CA
  • 07/2017 → 10/2019
    Opentable
    San Francisco, CA
  • 03/2021 → 06/2021
    Unemployed
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Los Gatos, CA
  • 04/2017 → 07/2017
    Accounting Principals
    San Francisco, CA
  • 08/2015 → 06/2017
    Towne Park
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2024-09-13
Other Names
  • Josh Go

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

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