Lupita Fernandez

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 03/2023
  Jp Morgan Securities, Llc
  Bell, CA
• 03/2023 → Present
  Fidelity Invesments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Riverside, CA
• 2020-02-28 → 2023-03-08
  J.P. Morgan Securities Llc
  Bell, CA
  Huntington Park, CA
  Los Angeles, CA
  Los Angeles, CA
  Downey, CA
  Lynwood, CA
  Whittier, CA
  Anaheim, CA
  Compton, CA
  Los Angeles, CA
  Lynwood, CA
  Huntington Park, CA
  South Gate, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-02-20
• S63 Uniform Securities Agent State Law Examination
  2014-10-22

Other Names

• Lupita M Fernandez
• Lupita Fernandez
• Lupita Maricela Fernandez