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Jose Ramiro Fernandez-Ramirez

Strategic Advisers LLC

West Hills, CA

Santa Monica, 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

West Hills, CA • United States

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • 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
American Income Life West Hills CA 09/2022 01/2023
Pennymac Pasadena CA 01/2021 03/2022
Prudential Westlake CA 05/2020 01/2021
People Helping People West Hills CA 10/2019 04/2020
California Pizza Kitchen Canoga Park CA 10/2019 03/2020
Lazydog Restaurant & Bar Thousand Oaks CA 06/2015 10/2019
Unemployed West Hills CA 04/2022 08/2022
Fidelity Investments Woodland Hills CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 01/2023
    American Income Life
    West Hills, CA
  • 01/2021 → 03/2022
    Pennymac
    Pasadena, CA
  • 05/2020 → 01/2021
    Prudential
    Westlake, CA
  • 10/2019 → 04/2020
    People Helping People
    West Hills, CA
  • 10/2019 → 03/2020
    California Pizza Kitchen
    Canoga Park, CA
  • 06/2015 → 10/2019
    Lazydog Restaurant & Bar
    Thousand Oaks, CA
  • 04/2022 → 08/2022
    Unemployed
    West Hills, CA
  • 03/2022 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-31
  • S66 Uniform Combined State Law Examination
    2023-07-31
Other Names
  • Jose Fernandez

View on SEC IAPD

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MYLES MALONE-WRIGHT
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Other Offices

GLOBAL INVESTMENT CAPITAL LLC · WEST HILLS, CA
LPL FINANCIAL LLC · WEST HILLS, CA
CETERA INVESTMENT ADVISERS LLC · WOODLAND HILLS, CA
J.P. MORGAN SECURITIES LLC · CANOGA PARK, CA
MOST CAPITAL · WOODLAND HILLS, CA
ACCUMULATION STRATEGIES · WOODLAND HILLS, CA
AMERIPRISE FINANCIAL SERVICES, LLC · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA

More in West Hills, CA

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