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Yuewen Zhao

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • United States

Jacksonville, FL • 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
Unemployed Jacksonville FL 08/2024 01/2026
Sufe Shanghai 09/2015 09/2017
Fidelity Investments Jacksonville FL 01/2026 Present
Shanghai Pudong Development Bank Cp., Ltd Shanghai 07/2021 08/2024
Birmingham University Birmingham 09/2019 01/2021
Bangor University Bangor 09/2015 09/2019
Unemployed Shanghai 01/2021 07/2021
  • 08/2024 → 01/2026
    Unemployed
    Jacksonville, FL
  • 09/2015 → 09/2017
    Sufe
    Shanghai
  • 01/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2021 → 08/2024
    Shanghai Pudong Development Bank Cp., Ltd
    Shanghai
  • 09/2019 → 01/2021
    Birmingham University
    Birmingham
  • 09/2015 → 09/2019
    Bangor University
    Bangor
  • 01/2021 → 07/2021
    Unemployed
    Shanghai
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
  • S66 Uniform Combined State Law Examination
    2026-08-17

View on SEC IAPD

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Other Investors

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RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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