Yeison Mazariegos Barrios

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2023 → Present
  Fidelity Investments
  Larkspur, CA
• 04/2021 → 02/2023
  J.P. Morgan Chase
  Tiburon, CA
• 01/2016 → 02/2023
  Trader Joes
  Greenbrae, CA
• 08/2016 → 05/2020
  Chico State University
  Chico, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Larkspur, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-29

Other Names

• Yeison Eladio Mazariegos Barrios
• Yeison Mazariegos
• Yeison Mazariegosbarrios