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Joshua Munoz

Strategic Advisers LLC

Rancho Cucamonga, CA

Jurupa Valley, 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

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States

Jurupa Valley, 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 Loma Linda CA 04/2014 09/2019
Cuso Financial Services, Lp San Diego CA 01/2023 03/2024
Wescom Credit Union Ontario CA 01/2022 03/2024
Wells Fargo Bank Rancho Cucamonga CA 09/2019 01/2022
Fidelity Investments Rancho Cucamonga CA 03/2024 Present
Chase Bank Loma Linda CA 10/2011 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 09/2019
    Jp Morgan Securities Llc
    Loma Linda, CA
  • 01/2023 → 03/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2022 → 03/2024
    Wescom Credit Union
    Ontario, CA
  • 09/2019 → 01/2022
    Wells Fargo Bank
    Rancho Cucamonga, CA
  • 03/2024 → Present
    Fidelity Investments
    Rancho Cucamonga, CA
  • 10/2011 → 09/2019
    Chase Bank
    Loma Linda, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rancho Cucamonga, CA
  • 2023-07-31 → 2024-03-01
    Cuso Financial Services, L.P.
    Riverside, CA
    Ontario, CA
    San Diego, CA
    Anaheim, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-29
S63 Uniform Securities Agent State Law Examination 2014-08-13
  • S66 Uniform Combined State Law Examination
    2023-07-29
  • S63 Uniform Securities Agent State Law Examination
    2014-08-13
Other Names
  • Josh Munoz

View on SEC IAPD

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LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
PRIVATUS · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · RANCHO CUCAMONGA, CA
LPL ENTERPRISE, LLC · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Cucamonga, CA
EDWARD JONES · RANCHO CUCAMONGA, CA
PDE WEALTH ADVISORS, LLC · RANCHO CUCAMONGA, CA

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