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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

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Lake Forest, 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
Fisher Investments Woodside CA 02/2016 09/2017
Edward Jones St.LOuis MO 11/2017 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 08/2018 01/2019
Bank Of America, N.A. Palo Alto CA 10/2018 01/2019
Fidelity Brokerage Services Llc San Francisco CA 05/2019 01/2021
Unemployed Fremont CA 02/2019 04/2019
E*Trade Securities Llc Sandy UT 01/2021 10/2021
E*Trade Capital Management Llc Sandy UT 02/2021 10/2021
E*Trade Securities Llc Sandy UT 10/2021 08/2023
E*Trade Capital Management Llc Sandy UT 10/2021 08/2023
Morgan Stanley Sandy UT 12/2022 08/2023
Morgan Stanley Sandy UT 09/2023 09/2023
Fidelity Investments Mission Viejo CA 01/2024 Present
Unemployed Eagle Mountain UT 09/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 09/2017
    Woodside, CA
  • 11/2017 → 06/2018
    St.LOuis, MO
  • 08/2018 → 01/2019
    Palo Alto, CA
  • 10/2018 → 01/2019
    Bank Of America, N.A.
    Palo Alto, CA
  • 05/2019 → 01/2021
    Fidelity Brokerage Services Llc
    San Francisco, CA
  • 02/2019 → 04/2019
    Unemployed
    Fremont, CA
  • 01/2021 → 10/2021
    E*Trade Securities Llc
    Sandy, UT
  • 02/2021 → 10/2021
    E*Trade Capital Management Llc
    Sandy, UT
  • 10/2021 → 08/2023
    E*Trade Securities Llc
    Sandy, UT
  • 10/2021 → 08/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 12/2022 → 08/2023
    Sandy, UT
  • 09/2023 → 09/2023
    Sandy, UT
  • 01/2024 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 09/2023 → 12/2023
    Unemployed
    Eagle Mountain, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
  • 2023-03-16 → 2023-09-12
    Sandy, UT
  • 2021-02-19 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2019-06-06 → 2021-01-29
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2018-10-08 → 2019-01-17
    Palo Alto, CA
  • 2017-11-21 → 2018-07-03
    Fremont, CA
    St Louis, MO
    Fremont, CA
  • 2016-10-07 → 2017-10-23
    Woodside, CA
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-13
S65 Uniform Investment Adviser Law Examination 2016-10-07
  • S66 Uniform Combined State Law Examination
    2018-01-13
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07
Other Names
  • Jonathan Yakin Fernandez
  • Jonathan Fernandez
  • Jonathan Y Fernandez

View on SEC IAPD

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