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Victor Chan

Strategic Advisers LLC

South San Francisco, CA

San Jose, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-08
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

South San Francisco, CA • United States

4160 N First St, San Jose, CA 95134-1513 • 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 San Francisco CA 08/2021 05/2023
J.P. Morgan Chase Bank Burlingame CA 08/2014 08/2021
Fidelity Brokerage Services Llc San Jose CA 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 05/2023
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 08/2014 → 08/2021
    J.P. Morgan Chase Bank
    Burlingame, CA
  • 05/2023 → Present
    Fidelity Brokerage Services Llc
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
  • 2021-12-21 → 2023-05-12
    J.P. Morgan Securities Llc
    San Francisco, CA
    Pacifica, CA
    Daly City, CA
    San Mateo, CA
    San Bruno, CA
Other Businesses

OBA-116795|OrgNmn:In Home Support Services|Org Addr:Daly City,California,US|OBA Nature:Program finds caregivers to pr|Invst Rel:N|Title:Independent Contractor|Duties:I will be assisting my mother with activities of daily living like feeding meals, using the restroom, exercising or going on walks, changing d|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
S63 Uniform Securities Agent State Law Examination 2010-08-30
  • S66 Uniform Combined State Law Examination
    2021-11-15
  • S63 Uniform Securities Agent State Law Examination
    2010-08-30

View on SEC IAPD

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