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Jonathan Oh

Strategic Advisers LLC

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-19
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-05-19
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Philadelphia, PA • 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
The Vanguard Group, Inc. Malvern PA 11/2022 12/2023
I Fund Cities Llc Philadelphia PA 11/2021 11/2022
Offerlocity Llc King Of Prussia PA 06/2021 11/2021
Self Employed Philadelphia PA 09/2020 06/2021
Your Dream Home Llc Glenside PA 08/2017 09/2020
Self Employed Philadelphia PA 09/2020 06/2021
Self Employed Philadelphia PA 09/2020 06/2021
Ursinus College Collegeville PA 08/2015 05/2017
Digital Grapes Llc King Of Prussia PA 09/2016 01/2017
Chipotle Wayne PA 03/2023 03/2023
Fidelity Investments Philadelphia PA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → 12/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2021 → 11/2022
    I Fund Cities Llc
    Philadelphia, PA
  • 06/2021 → 11/2021
    Offerlocity Llc
    King Of Prussia, PA
  • 09/2020 → 06/2021
    Self Employed
    Philadelphia, PA
  • 08/2017 → 09/2020
    Your Dream Home Llc
    Glenside, PA
  • 09/2020 → 06/2021
    Self Employed
    Philadelphia, PA
  • 09/2020 → 06/2021
    Self Employed
    Philadelphia, PA
  • 08/2015 → 05/2017
    Ursinus College
    Collegeville, PA
  • 09/2016 → 01/2017
    Digital Grapes Llc
    King Of Prussia, PA
  • 03/2023 → 03/2023
    Chipotle
    Wayne, PA
  • 12/2023 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2023-02-09 → 2023-12-13
    Vanguard Advisers, Inc.
    Malvern, PA
Other Businesses

OBA-106012|OrgNmn:Freecash Inc|Org Addr:N/A,Pennsylvan,US|OBA Nature:Completing surveys on the Free|Invst Rel:N|Title:N/A|Duties:An App where I complete surveys for very small rewards|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-125457|OrgNmn:IVueIt|Org Addr:Westervill,Ohio,US|OBA Nature:Remote Inspector|Invst Rel:N|Title:Vuer|Duties:Remote Inspector taking pictures through a phone app |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-02
  • S66 Uniform Combined State Law Examination
    2023-02-02
Other Names
  • John Oh

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