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Jian Er Chen

Strategic Advisers LLC

San Francisco, CA

Sunnyvale, 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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Francisco, CA • United States

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 06/2017 04/2023
Bank Of America, N.A. San Francisco CA 06/2017 04/2023
Accountemps - Robert Half San Francisco CA 10/2016 10/2016
Unemployed Honolulu HI 04/2016 10/2016
Unemployed San Francisco CA 10/2016 06/2017
Fidelity Brokerage Services Llc Sunnyvale CA 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 04/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 06/2017 → 04/2023
    Bank Of America, N.A.
    San Francisco, CA
  • 10/2016 → 10/2016
    Accountemps - Robert Half
    San Francisco, CA
  • 04/2016 → 10/2016
    Unemployed
    Honolulu, HI
  • 10/2016 → 06/2017
    Unemployed
    San Francisco, CA
  • 04/2023 → Present
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
  • 2019-06-25 → 2023-04-24
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
    San Francisco, CA
    San Jose, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24
Other Names
  • Violet Chen
  • Jian Chen
  • Jian Er Chen
  • Jianer Chen

View on SEC IAPD

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