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Josie Ferman

Strategic Advisers LLC

Houston, TX

Sugar Land, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-24
  • TX RA
    APPROVED
    Since 2026-02-24

Branch Locations

Houston, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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
Walgreens Houston TX 08/2019 02/2021
Houston Community College Houston TX 10/2015 08/2019
Houston Community College Houston TX 08/2019 01/2022
Quva Pharma Sugarland TX 08/2021 11/2022
Memorial Herman Houston TX 07/2024 05/2025
University Of Houston Houston TX 01/2022 12/2025
Ssaf Llc Houston TX 11/2023 06/2024
Fidelity Investments Sugar Land TX 01/2026 Present
  • 08/2019 → 02/2021
    Walgreens
    Houston, TX
  • 10/2015 → 08/2019
    Houston Community College
    Houston, TX
  • 08/2019 → 01/2022
    Houston Community College
    Houston, TX
  • 08/2021 → 11/2022
    Quva Pharma
    Sugarland, TX
  • 07/2024 → 05/2025
    Memorial Herman
    Houston, TX
  • 01/2022 → 12/2025
    University Of Houston
    Houston, TX
  • 11/2023 → 06/2024
    Ssaf Llc
    Houston, TX
  • 01/2026 → Present
    Fidelity Investments
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-18
  • S66 Uniform Combined State Law Examination
    2025-09-18
Other Names
  • Josefina Morales

View on SEC IAPD

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