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Johan Sebastian Valencia

Strategic Advisers LLC

Plano, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Plano, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Tommy Bahama White Plains NY 10/2017 01/2018
A & A Maintenance White Plains NY 06/2016 09/2016
Student Cali 01/1999 06/2017
Student White Plains NY 09/2016 10/2017
David Lerner Associates White Plains NY 02/2018 11/2019
Fidelity Brokerage Services Llc Dallas TX 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 01/2018
    Tommy Bahama
    White Plains, NY
  • 06/2016 → 09/2016
    A & A Maintenance
    White Plains, NY
  • 01/1999 → 06/2017
    Student
    Cali
  • 09/2016 → 10/2017
    Student
    White Plains, NY
  • 02/2018 → 11/2019
    David Lerner Associates
    White Plains, NY
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-15
  • S66 Uniform Combined State Law Examination
    2021-03-15
Other Names
  • Johan S Valencia
  • Johan Sebastian Valencia

View on SEC IAPD

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