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Rana Oroumi

Strategic Advisers LLC

San Jose, CA

San Ramon, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

San Ramon, 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
Jp Morgan Securities Llc Danville CA 11/2017 07/2022
Bank Of America Walnut Creek CA 06/2016 11/2017
Jp Morgan Chase Bank Danville CA 11/2017 12/2018
Jpmorgan Chase Bank Na San Ramon CA 12/2018 07/2022
Fidelity Investments San Jose CA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 07/2022
    Jp Morgan Securities Llc
    Danville, CA
  • 06/2016 → 11/2017
    Bank Of America
    Walnut Creek, CA
  • 11/2017 → 12/2018
    Jp Morgan Chase Bank
    Danville, CA
  • 12/2018 → 07/2022
    Jpmorgan Chase Bank Na
    San Ramon, CA
  • 07/2022 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
S63 Uniform Securities Agent State Law Examination 2017-12-22
  • S66 Uniform Combined State Law Examination
    2021-10-08
  • S63 Uniform Securities Agent State Law Examination
    2017-12-22

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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