Joann Doan

Strategic Advisers LLC

Rancho Cordova, CA

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-02

CA RA
APPROVED

Since 2026-03-02

Branch Locations

Rancho Cordova, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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
Sprouts Farmers Market	Folsom	CA	08/2020	05/2022
Iron Horse Tavern	Folsom	CA	09/2022	12/2022
Folsom High School	Folsom	CA	08/2015	08/2020
Golden 1 Credit Union	Sacramento	CA	06/2022	08/2022
Uc Davis	Davis	CA	09/2023	05/2024
California Department Of Transportation	Sacramento	CA	12/2022	10/2023
Fidelity Investments	Sacramento	CA	09/2025	Present
Moss Adams	Rancho Cordova	CA	06/2024	08/2024
Uc Davis	Davis	CA	09/2024	08/2025

08/2020 → 05/2022

Sprouts Farmers Market

Folsom, CA
09/2022 → 12/2022

Iron Horse Tavern

Folsom, CA
08/2015 → 08/2020

Folsom High School

Folsom, CA
06/2022 → 08/2022

Golden 1 Credit Union

Sacramento, CA
09/2023 → 05/2024

Uc Davis

Davis, CA
12/2022 → 10/2023

California Department Of Transportation

Sacramento, CA
09/2025 → Present

Fidelity Investments

Sacramento, CA
06/2024 → 08/2024

Moss Adams

Rancho Cordova, CA
09/2024 → 08/2025

Uc Davis

Davis, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-05

S66 Uniform Combined State Law Examination

2026-02-05

Other Names

Joann Doan
Joann Thuy Doan

View on SEC IAPD

More in Rancho Cordova, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor