Jeffrey Moeser

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States

Costa Mesa, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Newport Beach	CA	08/2023	Present
Acushnet Company	Carlsbad	CA	11/2021	07/2023
Target Tcw	San Diego	CA	01/2022	07/2023
Worldwide Golf Shops	Santa Ana	CA	05/2014	11/2021
Fidelity Investments	Boston	MA	03/2025	Present

08/2023 → Present

Fidelity Investments

Newport Beach, CA
11/2021 → 07/2023

Acushnet Company

Carlsbad, CA
01/2022 → 07/2023

Target Tcw

San Diego, CA
05/2014 → 11/2021

Worldwide Golf Shops

Santa Ana, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-28

S66 Uniform Combined State Law Examination

2024-05-28

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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