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Jeffrey Ng

Strategic Advisers LLC

Rancho Cucamonga, CA

San Gabriel, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States

San Gabriel, 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
University Of California, Riverside Riverside CA 09/2013 06/2017
M Holdings Securities, Inc San Jose CA 08/2016 09/2016
Axa-Advisors, Llc New York NY 08/2017 06/2020
Equitable Advisors, Llc New York NY 08/2017 07/2020
Fidelity Investments Rancho Cucamonga CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 06/2017
    University Of California, Riverside
    Riverside, CA
  • 08/2016 → 09/2016
    M Holdings Securities, Inc
    San Jose, CA
  • 08/2017 → 06/2020
    Axa-Advisors, Llc
    New York, NY
  • 08/2017 → 07/2020
    Equitable Advisors, Llc
    New York, NY
  • 08/2020 → Present
    Fidelity Investments
    Rancho Cucamonga, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rancho Cucamonga, CA
  • 2017-10-19 → 2020-08-03
    Equitable Advisors, Llc
    Los Angeles, CA
    Danville, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-26
  • S66 Uniform Combined State Law Examination
    2017-09-26
Other Names
  • Jeff Ng
  • Jeffrey T Ng
  • Jeffrey Thomas Ng

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · RANCHO CUCAMONGA, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
PRIVATUS · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · RANCHO CUCAMONGA, CA
LPL ENTERPRISE, LLC · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Cucamonga, CA
EDWARD JONES · RANCHO CUCAMONGA, CA
PDE WEALTH ADVISORS, LLC · RANCHO CUCAMONGA, CA

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