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Jesse Gomez

Strategic Advisers LLC

Anaheim, 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

Anaheim, 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
Fidelity Investments Dublin CA 03/2023 Present
Unemployed Unemployed CA 04/2022 03/2023
Better Mortgage Oakland CA 06/2020 04/2022
Unemployed Unemployed CA 10/2019 06/2020
Lendingclub San Francisco CA 06/2018 10/2019
Yelp San Francisco CA 07/2017 06/2018
At&T Huntington Beach CA 04/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Dublin, CA
  • 04/2022 → 03/2023
    Unemployed
    Unemployed, CA
  • 06/2020 → 04/2022
    Better Mortgage
    Oakland, CA
  • 10/2019 → 06/2020
    Unemployed
    Unemployed, CA
  • 06/2018 → 10/2019
    Lendingclub
    San Francisco, CA
  • 07/2017 → 06/2018
    Yelp
    San Francisco, CA
  • 04/2016 → 06/2017
    At&T
    Huntington Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Ramon, CA
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2023-07-28
Other Names
  • Jesse Joe Gomez
  • Jesse Gomez

View on SEC IAPD

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EDELMAN FINANCIAL ENGINES
MOSLEY WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMES FINANCIAL SERVICES

Other Investors

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GARRICK DAVID GOOKIN
JASON M BATT
Summer Rose Horan
Ashley Nichole Navarre
MARK William NENNINGER
David Michael Linsky

Other Offices

CENTAURUS FINANCIAL, INC. · ANAHEIM, CA
LPL FINANCIAL LLC · ANAHEIM, CA
WELLS FARGO CLEARING SERVICES, LLC · ANAHEIM, CA
EAGLE STRATEGIES LLC · Anaheim, CA
EDELMAN FINANCIAL ENGINES · ANAHEIM, CA
EDELMAN FINANCIAL ENGINES · Anaheim, CA
EAGLE STRATEGIES LLC · Anaheim, CA
MOSLEY WEALTH MANAGEMENT, INC. · ANAHEIM, CA

More in Anaheim, CA

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