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Zhasmina Baeva

Strategic Advisers LLC

Thousand Oaks, CA

Moorpark, 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

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Moorpark, 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
Jpmorgan Chase Bank, N.A. Torrance CA 11/2021 02/2023
J.P. Morgan Securities Llc Torrance CA 11/2021 02/2023
Mufg Union Bank Manhattan Beach CA 03/2021 10/2021
Us Bank Los Angeles CA 06/2019 02/2021
Bank Of America Malibu CA 11/2018 02/2019
Bloomingdales Santa Monica CA 10/2016 01/2019
Pacific Western Bank Los Angeles CA 06/2018 10/2018
Dianes Beachwear Manhattan Beach CA 04/2016 10/2016
Gap Inc Santa Monica CA 05/2019 06/2019
Doordash Los Angeles CA 03/2019 09/2021
Us Bank Santa Monica CA 06/2017 06/2018
Fidelity Investments El Segundo CA 02/2023 Present
Csulb Long Beach CA 08/2015 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 02/2023
    Jpmorgan Chase Bank, N.A.
    Torrance, CA
  • 11/2021 → 02/2023
    J.P. Morgan Securities Llc
    Torrance, CA
  • 03/2021 → 10/2021
    Mufg Union Bank
    Manhattan Beach, CA
  • 06/2019 → 02/2021
    Us Bank
    Los Angeles, CA
  • 11/2018 → 02/2019
    Bank Of America
    Malibu, CA
  • 10/2016 → 01/2019
    Bloomingdales
    Santa Monica, CA
  • 06/2018 → 10/2018
    Pacific Western Bank
    Los Angeles, CA
  • 04/2016 → 10/2016
    Dianes Beachwear
    Manhattan Beach, CA
  • 05/2019 → 06/2019
    Gap Inc
    Santa Monica, CA
  • 03/2019 → 09/2021
    Doordash
    Los Angeles, CA
  • 06/2017 → 06/2018
    Us Bank
    Santa Monica, CA
  • 02/2023 → Present
    Fidelity Investments
    El Segundo, CA
  • 08/2015 → 12/2017
    Csulb
    Long Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
    El Segundo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
S63 Uniform Securities Agent State Law Examination 2021-10-09
  • S66 Uniform Combined State Law Examination
    2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    2021-10-09
Other Names
  • Zhasmina Baeva Smith
  • Zhasmina Bogomilova Baeva
  • Zhasmina Bogomilova Baeva Smith
  • Zhasmina Smith
  • Zhasmina Bogomilova Smith
  • Zhasmina Baeva
  • Jasmin Baeva

View on SEC IAPD

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Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA

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