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Jasmin Mercedes Martinez

Strategic Advisers LLC

Palo Alto, CA

Fremont, 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 2026-06-10
TX RA APPROVED_RES 2025-09-24
OR RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED_RES
    Since 2025-09-24
  • OR RA
    APPROVED
    Since 2025-03-31

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Fremont, 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
Td Ameritrade Long Beach CA 02/2016 01/2020
Penn State World Campus Salem OR 01/2020 05/2021
Fidelity Investments Beaverton OR 09/2021 Present
Charcuterie Boards And Sweets Salem OR 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 01/2020
    Td Ameritrade
    Long Beach, CA
  • 01/2020 → 05/2021
    Penn State World Campus
    Salem, OR
  • 09/2021 → Present
    Fidelity Investments
    Beaverton, OR
  • 01/2021 → Present
    Charcuterie Boards And Sweets
    Salem, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beaverton, OR
  • 2016-02-22 → 2020-01-08
    Td Ameritrade, Inc.
    Long Beach, CA
  • 2016-02-22 → 2020-01-08
    Td Ameritrade Investment Management, Llc
    Long Beach, CA
  • 2015-01-13 → 2015-10-20
    Td Ameritrade, Inc.
    Long Beach, CA
  • 2015-01-13 → 2015-10-20
    Td Ameritrade Investment Management, Llc
    Long Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-12
  • S66 Uniform Combined State Law Examination
    2015-01-12

View on SEC IAPD

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STRATEGIC ADVISERS LLC · PALO ALTO, CA
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