Jesus Valentin Morales Moreno

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

• 02/2019 → 06/2019
  T.J. Maxx
  San Jose, CA
• 02/2021 → 07/2021
  V&A Trucking
  San Jose, CA
• 09/2023 → 06/2025
  Full-Time Education (University Of California, Santa Cruz)
  Santa Cruz, CA
• 06/2024 → 09/2024
  Dolce Spazio Gelato
  Los Gatos, CA
• 07/2025 → Present
  Fidelity Investments
  Campbell, CA
• 01/2019 → 04/2025
  Jesus Morales Moreno
  San Jose, CA
• 09/2020 → 06/2023
  Full-Time Education (De-Anza Community College )
  Cupertino, CA
• 11/2019 → 08/2023
  Dolce Spazio Gelato
  Los Gatos, CA
• 11/2024 → 04/2025
  Junior'S Farm Llc
  San Jose, CA
• 09/2014 → 06/2020
  Full-Time Education (Union Middle School & Leigh High School)
  Sanjose, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26

Other Names

• Jesus Morales Moreno
• Jesus Valentin Moralesmoreno