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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Basking Ridge, NJ • 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
Pruco Securities, Llc City Of Industry CA 08/2017 08/2018
East Lion Corp City Of Industry CA 07/2005 07/2017
The Prudential Insurance Company Of America City Of Industry CA 10/2017 08/2018
Jpmorgan Chase Bank, N.A. Agoura Hills CA 09/2018 05/2019
J.P. Morgan Securities Llc Agoura Hills CA 09/2018 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sherman Oaks CA 05/2019 01/2020
Bank Of America, N.A. Santa Monica CA 02/2020 06/2021
Fidelity Investments Merrimack NH 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 08/2018
    City Of Industry, CA
  • 07/2005 → 07/2017
    East Lion Corp
    City Of Industry, CA
  • 10/2017 → 08/2018
    The Prudential Insurance Company Of America
    City Of Industry, CA
  • 09/2018 → 05/2019
    Jpmorgan Chase Bank, N.A.
    Agoura Hills, CA
  • 09/2018 → 05/2019
    Agoura Hills, CA
  • 05/2019 → 01/2020
    Sherman Oaks, CA
  • 02/2020 → 06/2021
    Bank Of America, N.A.
    Santa Monica, CA
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-115037|OrgNmn:Koala Kids Wear LLC|Org Addr:Springfiel,New Jersey,US|OBA Nature:Children's wear online retail|Invst Rel:N|Title:Managing member|Duties:Purchase and inventory control|StrtDt:01-17-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-30
S63 Uniform Securities Agent State Law Examination 2017-09-16
  • S65 Uniform Investment Adviser Law Examination
    2018-05-30
  • S63 Uniform Securities Agent State Law Examination
    2017-09-16
Other Names
  • Jennifer Fernandez
  • Jennifer Hsiu Chin Fernandez
  • Hsiu Chin Fernandez

View on SEC IAPD

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