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Jeffrey Gabriel Juarez

Strategic Advisers LLC

Henderson, NV

Henderson, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-05-01
TX RA APPROVED 2025-03-31
  • NV RA
    APPROVED
    Since 2025-05-01
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Henderson, NV • 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
Walmart West Valley UT 04/2020 07/2020
Full Time Education West Valley UT 08/2017 05/2019
Unemployed West Valley UT 02/2013 08/2017
University Of Utah Salt Lake City UT 08/2021 04/2022
Copper Hills High School West Jordan UT 08/2019 05/2021
Salt Lake Community College Taylorsville UT 01/2022 12/2022
Creative Woodworks West Valley UT 05/2021 08/2021
Gnc West Valley UT 01/2022 09/2022
Fidelity Investments Salt Lake City UT 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 07/2020
    Walmart
    West Valley, UT
  • 08/2017 → 05/2019
    Full Time Education
    West Valley, UT
  • 02/2013 → 08/2017
    Unemployed
    West Valley, UT
  • 08/2021 → 04/2022
    University Of Utah
    Salt Lake City, UT
  • 08/2019 → 05/2021
    Copper Hills High School
    West Jordan, UT
  • 01/2022 → 12/2022
    Salt Lake Community College
    Taylorsville, UT
  • 05/2021 → 08/2021
    Creative Woodworks
    West Valley, UT
  • 01/2022 → 09/2022
    Gnc
    West Valley, UT
  • 01/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2023-05-09
Other Names
  • Jeff Gabriel Juarez

View on SEC IAPD

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THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
CHARLES SCHWAB & CO., INC.

Other Investors

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Farhad Kalanaki
Madhu sudan Sharma
Daniel Carvallo
LIZETTE LARA
Adam William Turek
Markus William Gamett
TROY DUKE ERWIN

Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
CHARLES SCHWAB & CO., INC. · Henderson, NV

More in Henderson, NV

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