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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Katy, TX • United States

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • 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
J.P. Morgan Securities Llc Houston TX 11/2021 07/2023
Unemployed Houston TX 06/2020 03/2021
Junk Group Dba Mein Restaurant Houston TX 07/2016 08/2017
Unemployed Houston TX 12/2018 12/2018
Fidelity Investments Houston TX 06/2024 Present
University Of Houston Houston TX 08/2015 05/2020
Jpmorgan Chase Bank, N.A. Houston TX 04/2021 11/2021
Us Harmony Houston TX 01/2020 03/2020
Hscl International, Llc. Jusgo Group Houston TX 05/2018 11/2018
Jpmorgan Chase Bank, N.A. Houston TX 01/2019 01/2020
Jpmorgan Chase Bank, N.A. Houston TX 07/2023 06/2024
Alva Madison Inc Dba Pepper Twins Houston TX 08/2017 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 07/2023
    J.P. Morgan Securities Llc
    Houston, TX
  • 06/2020 → 03/2021
    Unemployed
    Houston, TX
  • 07/2016 → 08/2017
    Junk Group Dba Mein Restaurant
    Houston, TX
  • 12/2018 → 12/2018
    Unemployed
    Houston, TX
  • 06/2024 → Present
    Fidelity Investments
    Houston, TX
  • 08/2015 → 05/2020
    University Of Houston
    Houston, TX
  • 04/2021 → 11/2021
    Jpmorgan Chase Bank, N.A.
    Houston, TX
  • 01/2020 → 03/2020
    Us Harmony
    Houston, TX
  • 05/2018 → 11/2018
    Hscl International, Llc. Jusgo Group
    Houston, TX
  • 01/2019 → 01/2020
    Jpmorgan Chase Bank, N.A.
    Houston, TX
  • 07/2023 → 06/2024
    Jpmorgan Chase Bank, N.A.
    Houston, TX
  • 08/2017 → 05/2018
    Alva Madison Inc Dba Pepper Twins
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Katy, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-19
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2024-12-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • Grace Zhao

View on SEC IAPD

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