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Jeffrey A Clark

Strategic Advisers LLC

Mission Viejo, CA

Mission Viejo, 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

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Mission Viejo, CA • 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
Akt Wealth Advisors, Lp Carlsbad CA 09/2015 03/2019
Reilly Financial Advisors, Llc La Mesa CA 06/2019 09/2021
Fidelity Investments Mission Viejo CA 09/2021 Present
Us Navy Reserve San Diego CA 04/2009 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 03/2019
    Akt Wealth Advisors, Lp
    Carlsbad, CA
  • 06/2019 → 09/2021
    Reilly Financial Advisors, Llc
    La Mesa, CA
  • 09/2021 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 04/2009 → 09/2021
    Us Navy Reserve
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
  • 2019-06-26 → 2021-09-13
    Reilly Financial Advisors
    La Mesa, CA
    Newport Beach, CA
  • 2015-09-16 → 2019-03-26
    Aldrich Wealth Lp
    Carlsbad, CA
  • 2010-12-22 → 2015-09-14
    Ameriprise Financial Services, Llc
    Irvine, CA
    Irvine, CA
    Irvine, CA
    Aliso Veijo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-14
S66 Uniform Combined State Law Examination 2010-12-21
  • S63 Uniform Securities Agent State Law Examination
    2021-12-14
  • S66 Uniform Combined State Law Examination
    2010-12-21
Designations
Other Names
  • Jeff Clark
  • Jeffrey A Clark
  • Jeffrey Alan Clark
  • Jeffrey Clark

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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