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Ai Kim Mendoza

Strategic Advisers LLC

Covington, WA

Tukwila, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-18
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-05-18
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Covington, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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
Jpmorgan Chase Bank, Na Tukwila WA 09/2009 07/2017
J.P. Morgan Securities Llc Tukwila WA 10/2012 07/2017
Unemployed Renton WA 08/2017 01/2018
Bank Of America Kent WA 02/2018 02/2019
Unemployed Renton WA 03/2019 03/2019
J.P. Morgan Securities Llc Tukwila WA 04/2019 02/2022
Jpmorgan Chase Bank, N.A. Tukwila WA 04/2019 02/2022
Unemployed Covington WA 03/2022 11/2022
Fidelity Brokerage Services Llc Tukwila WA 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2009 → 07/2017
    Jpmorgan Chase Bank, Na
    Tukwila, WA
  • 10/2012 → 07/2017
    J.P. Morgan Securities Llc
    Tukwila, WA
  • 08/2017 → 01/2018
    Unemployed
    Renton, WA
  • 02/2018 → 02/2019
    Bank Of America
    Kent, WA
  • 03/2019 → 03/2019
    Unemployed
    Renton, WA
  • 04/2019 → 02/2022
    J.P. Morgan Securities Llc
    Tukwila, WA
  • 04/2019 → 02/2022
    Jpmorgan Chase Bank, N.A.
    Tukwila, WA
  • 03/2022 → 11/2022
    Unemployed
    Covington, WA
  • 12/2022 → Present
    Fidelity Brokerage Services Llc
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2009-11-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2009-11-06
Other Names
  • Ai Kim Trieu
  • Alk Mendoza
  • Ai Trieu
  • Ai Mendoza
  • Al Mendoza
  • Ai K Mendoza

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