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Elyssa Joy Quilla Verzosa

Strategic Advisers LLC

Los Gatos, 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
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States

San Jose, 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
Jp Morgan Securities Llc Mountain View CA 03/2014 10/2017
Jpmorgan Chase Bank Mountain View CA 03/2014 10/2017
Crossfit San Jose Campbell CA 07/2017 03/2018
Fidelity Brokerage Services Llc Los Gatos CA 04/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 10/2017
    Jp Morgan Securities Llc
    Mountain View, CA
  • 03/2014 → 10/2017
    Jpmorgan Chase Bank
    Mountain View, CA
  • 07/2017 → 03/2018
    Crossfit San Jose
    Campbell, CA
  • 04/2018 → Present
    Fidelity Brokerage Services Llc
    Los Gatos, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-16
S63 Uniform Securities Agent State Law Examination 2014-04-17
  • S65 Uniform Investment Adviser Law Examination
    2019-08-16
  • S63 Uniform Securities Agent State Law Examination
    2014-04-17
Other Names
  • Joy Verzosa
  • Elyssa Joy Verzosa
  • Elyssajoy Quilla Verzosa
  • Elyssa Verzosa
  • Elyssa Quilla Verzosa
  • Joy Quilla Verzosa
  • Elyssa Joy Q Verzosa
  • Joy Q Verzosa
  • Elyssa Joy Quilla Verzosa
  • Elyssa Joy Quilla Verzosa

View on SEC IAPD

Other Firms

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LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ANTONIO LUCIANO ARLIA

Other Offices

J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

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