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Marcela Guadalupe Gonzalez

Strategic Advisers LLC

San Jose, CA

Los Gatos, 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

San Jose, CA • United States

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • 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
J.P. Morgan Securities Llc Mountain View CA 11/2012 07/2020
Fidelity Investments Los Gatos CA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → 07/2020
    J.P. Morgan Securities Llc
    Mountain View, CA
  • 07/2020 → Present
    Fidelity Investments
    Los Gatos, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
  • 2012-10-01 → 2020-07-16
    J.P. Morgan Securities Llc
    Boulder, CO
    Boulder, CO
    Boulder, CO
    Erie, CO
    Louisville, CO
    Lafayette, CO
    Lafayette, CO
    Mountain View, CA
    Mountain View, CA
  • 2011-04-19 → 2012-10-01
    Chase Investment Services Corp.
    Boulder, CO
    Boulder, CO
    Boulder, CO
  • 2010-01-06 → 2010-07-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mcallen, TX
Other Businesses

OBA-132862|OrgNmn:Carson Elementary PTA|Org Addr:San Jose,California,US|OBA Nature:Parent Teacher Association|Invst Rel:N|Title:Treasurer|Duties:Be added to PTA bank accounts, review statements, provide reports to PTA members, help approve expenses|StrtDt:08-12-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
  • S66 Uniform Combined State Law Examination
    2009-12-29
Designations
Other Names
  • Marcela G Gonzalez
  • Marcela Gonzalez
  • Marcela Guadalupe Gonzalez

View on SEC IAPD

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