Jie Yang

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Integral Financial Llc	San Jose	CA	11/2016	06/2019
Unemployed	Mountain View	CA	06/2016	11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	06/2019	12/2020
Bank Of America, N.A.	San Jose	CA	06/2019	12/2020
Fidelity Investments	Mountain View	CA	01/2020	09/2023
Unemployed	Pinellas Park	FL	10/2023	12/2023
Fidelity Investments	Clearwater	FL	01/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2016 → 06/2019

Integral Financial Llc

San Jose, CA
06/2016 → 11/2016

Unemployed

Mountain View, CA
06/2019 → 12/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
06/2019 → 12/2020

Bank Of America, N.A.

San Jose, CA
01/2020 → 09/2023

Fidelity Investments

Mountain View, CA
10/2023 → 12/2023

Unemployed

Pinellas Park, FL
01/2024 → Present

Fidelity Investments

Clearwater, FL
03/2025 → Present

Fidelity Investments

Boston, MA

2024-03-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Clearwater, FL
2021-02-04 → 2023-09-26

Fidelity Personal And Workplace Advisors

Mountain View, CA
2019-07-25 → 2021-01-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA

New York, NY

Mountain View, CA

San Jose, CA

Los Altos, CA

Santa Clara, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-24
S63	Uniform Securities Agent State Law Examination	2017-05-01

Other Firms