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Justin A Guerra

Strategic Advisers LLC

Corona, CA

Mission Viejo, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Corona, CA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Mission Viejo CA 02/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2006 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Corona, CA
    Mission Viejo, CA
  • 2007-06-08 → 2018-07-13
    Strategic Advisers Llc
    Mission Viejo, CA
  • 2005-09-19 → 2006-03-01
    Morgan Stanley Dw Inc.
    Santa Ana, CA
Other Businesses

OBA-3184|OrgNmn:Justin A Guerra - Self Publishing|Org Addr:Eastvale,California,US|OBA Nature:I am to publish a books|Invst Rel:N|Title:Author|Duties:Write books for publish, all non-investment related.|StrtDt:07-27-12|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-10
  • S66 Uniform Combined State Law Examination
    2005-08-10
Designations
Other Names
  • Justin A. Guerra

View on SEC IAPD

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