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Yuyan Chen

Strategic Advisers LLC

Irvine, CA

Irvine, 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

Irvine, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
J.P. Morgan Securities Llc Eastvale CA 04/2018 03/2021
Jpmorgan Chase Bank, N.A. Eastvale CA 04/2018 03/2021
Unemployed Chino Hills CA 01/2018 04/2018
China Construction Bank Chengdu 08/2014 12/2017
Unemployed Irvine CA 08/2021 09/2021
Loandepot Llc Foothill Ranch CA 04/2021 07/2021
Fidelity Investments Irvine CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 03/2021
    J.P. Morgan Securities Llc
    Eastvale, CA
  • 04/2018 → 03/2021
    Jpmorgan Chase Bank, N.A.
    Eastvale, CA
  • 01/2018 → 04/2018
    Unemployed
    Chino Hills, CA
  • 08/2014 → 12/2017
    China Construction Bank
    Chengdu
  • 08/2021 → 09/2021
    Unemployed
    Irvine, CA
  • 04/2021 → 07/2021
    Loandepot Llc
    Foothill Ranch, CA
  • 09/2021 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-01
S63 Uniform Securities Agent State Law Examination 2018-06-20
  • S66 Uniform Combined State Law Examination
    2021-12-01
  • S63 Uniform Securities Agent State Law Examination
    2018-06-20
Designations

View on SEC IAPD

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