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Jose Pantoja

Strategic Advisers LLC

Cypress, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cypress, TX • 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
Valic Financial Advisors Houston TX 09/2021 07/2023
United States Marine Corps Oceanside CA 09/2005 07/2017
Sam Houston State University Cypress TX 08/2017 05/2021
Unemployed Cypress TX 05/2021 09/2021
Agia Houston TX 12/2022 07/2023
Fidelity Investments Westlake TX 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 07/2023
    Valic Financial Advisors
    Houston, TX
  • 09/2005 → 07/2017
    United States Marine Corps
    Oceanside, CA
  • 08/2017 → 05/2021
    Sam Houston State University
    Cypress, TX
  • 05/2021 → 09/2021
    Unemployed
    Cypress, TX
  • 12/2022 → 07/2023
    Agia
    Houston, TX
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cypress, TX
  • 2021-12-15 → 2023-07-27
    Valic Financial Advisors, Inc.
    Houston, TX
    Cypress, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-14
  • S66 Uniform Combined State Law Examination
    2021-12-14
Other Names
  • Jose Pantoja
  • Jose Aguilera Pantoja

View on SEC IAPD

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