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Jaime Ivan Rojas Gonzalez

Strategic Advisers LLC

Campbell, CA

San Jose, 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 2025-05-08
TX RA APPROVED 2025-05-08
  • CA RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, 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
District Mayor Of Barrancabermeja Barrancabermeja 03/2021 08/2021
Unemployed Barrancabermeja 09/2019 01/2020
New York Life Insurance Company San Jose CA 02/2023 03/2025
Fidelity Investments Campbell CA 03/2025 Present
Osm Aviation Academy Fort Lauderdale FL 08/2021 02/2023
Tigo Une Barrancabermeja 01/2016 08/2019
Nylife Securities Llc San Jose CA 05/2023 03/2025
District Mayor Of Barrancabermeja Barrancabermeja 02/2020 03/2021
  • 03/2021 → 08/2021
    District Mayor Of Barrancabermeja
    Barrancabermeja
  • 09/2019 → 01/2020
    Unemployed
    Barrancabermeja
  • 02/2023 → 03/2025
    New York Life Insurance Company
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Campbell, CA
  • 08/2021 → 02/2023
    Osm Aviation Academy
    Fort Lauderdale, FL
  • 01/2016 → 08/2019
    Tigo Une
    Barrancabermeja
  • 05/2023 → 03/2025
    Nylife Securities Llc
    San Jose, CA
  • 02/2020 → 03/2021
    District Mayor Of Barrancabermeja
    Barrancabermeja
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-05
S63 Uniform Securities Agent State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2025-05-05
  • S63 Uniform Securities Agent State Law Examination
    2023-12-20
Other Names
  • Jaime Ivan Rojas Gonzalez
  • Jaime Ivan Rojas Gonzalez
  • Jaime Ivan Rojasgonzalez

View on SEC IAPD

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PRIVATE ADVISOR GROUP, LLC
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FELLOWS FUND MANAGEMENT LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Other Investors

CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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