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Lan Jin

Strategic Advisers LLC

San Jose, CA

Campbell, 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

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Edelman Financial Services, Llc Fairfax VA 02/2014 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 03/2021
Fidelity Investments Campbell CA 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 03/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 03/2021 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2018-11-01 → 2021-03-26
    Edelman Financial Engines
    Santa Clara, CA
  • 2014-02-18 → 2018-11-01
    Edelman Financial Services, Llc
    Santa Clara, CA
    Fairfax, VA
    Santa Clara, CA
  • 2012-12-21 → 2014-02-19
    Credit Suisse Securities (Usa) Llc
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-28
S65 Uniform Investment Adviser Law Examination 2012-12-20
  • S63 Uniform Securities Agent State Law Examination
    2021-03-28
  • S65 Uniform Investment Adviser Law Examination
    2012-12-20
Designations
Other Names
  • Mary Jin Pfaff
  • Lan Jin
  • Lan Jin Pfaff
  • Mary Jin

View on SEC IAPD

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