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Jeffrey Thomas Malaterre

Strategic Advisers LLC

Santa Ana, 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

Santa Ana, 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
Bankers Life And Casualty Co CO 04/2023 11/2023
Solutions Plumbing And Mechanical Co CO 01/2022 08/2022
24 Hour Fitness Co CO 07/2017 07/2018
Parker Heating And Air Co CO 08/2022 04/2023
Fidelity Investments Greenwood Village CO 01/2024 Present
Coast Plumbing Heating And Air Ca CA 09/2020 01/2022
Mike Diamond Plumbing Ca CA 10/2019 09/2020
Eco Pro Electric Co CO 05/2016 07/2017
Fsg Electric Ca CA 07/2018 10/2019
Abn Financial Group Co CO 11/2023 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → 11/2023
    Bankers Life And Casualty
    Co, CO
  • 01/2022 → 08/2022
    Solutions Plumbing And Mechanical
    Co, CO
  • 07/2017 → 07/2018
    24 Hour Fitness
    Co, CO
  • 08/2022 → 04/2023
    Parker Heating And Air
    Co, CO
  • 01/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2020 → 01/2022
    Coast Plumbing Heating And Air
    Ca, CA
  • 10/2019 → 09/2020
    Mike Diamond Plumbing
    Ca, CA
  • 05/2016 → 07/2017
    Eco Pro Electric
    Co, CO
  • 07/2018 → 10/2019
    Fsg Electric
    Ca, CA
  • 11/2023 → 01/2024
    Abn Financial Group
    Co, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Ana, CA
    Greenwood Village, CO
Other Businesses

OBA-122656|OrgNmn:Self Business (Author)|Org Addr:Orange,California,US|OBA Nature:I wrote a book, have not done |Invst Rel:N|Title:Author|Duties:No duties or obligations, just curious if I can submit this and release a book I wrote|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Jeffrey Thomas Malaterre
  • Jeffrey Malaterre
  • Jeffrey T Malaterre

View on SEC IAPD

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