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Jeffrey Daniel Chen

Strategic Advisers LLC

Irvine, CA

Irvine, 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

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Irvine, 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
Gong Cha Irvine CA 02/2019 02/2022
Yogurtland Irvine CA 01/2018 09/2018
Sole Trade Oc Irvine CA 07/2020 02/2022
Santiago Canyon College Orange CA 09/2018 02/2019
Arnold O. Beckman School Irvine CA 01/2012 01/2018
Fidelity Investments Irvine CA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 02/2022
    Gong Cha
    Irvine, CA
  • 01/2018 → 09/2018
    Yogurtland
    Irvine, CA
  • 07/2020 → 02/2022
    Sole Trade Oc
    Irvine, CA
  • 09/2018 → 02/2019
    Santiago Canyon College
    Orange, CA
  • 01/2012 → 01/2018
    Arnold O. Beckman School
    Irvine, CA
  • 02/2022 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-18
S63 Uniform Securities Agent State Law Examination 2022-07-18
  • S66 Uniform Combined State Law Examination
    2023-07-18
  • S63 Uniform Securities Agent State Law Examination
    2022-07-18
Other Names
  • Jeffrey D Chen
  • Jeffrey Daniel Chen

View on SEC IAPD

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Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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