Julissa P Olivares

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

• 08/2022 → 11/2023
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
• 02/2021 → 11/2023
  Wells Fargo Bank, Na
  Greenwood Village, CO
• 08/2020 → 01/2021
  Unemployed
  Eagle, CO
• 08/2019 → 08/2020
  Cellular Plus A Verizon Authorized Retailer
  Avon, CO
• 03/2017 → 08/2019
  Safeway
  Vail, CO
• 03/2017 → 05/2017
  Vail Resorts
  Vail, CO
• 11/2016 → 05/2017
  American Eagle Outfitters
  Laredo, CO
• 08/2016 → 12/2017
  Texas A&M International University
  Laredo, TX
• 08/2018 → 12/2021
  Colorado Mountain College
  Edwards, CO
• 11/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 06/2019 → 09/2019
  7-Eleven
  Avon, CO

Other Businesses

OBA-111989|OrgNmn:Mercari, Depop, Poshmark, Ebay, Facebook Marketplace.|Org Addr:Denver,Colorado,US|OBA Nature:Resale|Invst Rel:N|Title:Sole Proprietor|Duties:Buy, sell, pack, advertise, upload listing, comunicate with clients.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-04-15
• S63 Uniform Securities Agent State Law Examination
  2023-01-12

Other Names

• Julie Olivares
• Julissa P Olivares
• Julissa Olivares
• Julissa Paola Olivares