Zhanarzhan Bolatkyzy Yelubayeva

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

• 01/2014 → 05/2018
  North American University
  Stafford, TX
• 06/2016 → 08/2019
  Sapko
  Houston, TX
• 09/2017 → 08/2019
  Zaffar Idilbekovich
  Houston, TX
• 09/2019 → 10/2019
  Unemployed
  Oklahoma City, OK
• 11/2019 → 03/2024
  Jason Barron
  Oklahoma City, OK
• 11/2023 → 10/2024
  New York Life Insurance Company
  Oklahoma City, OK
• 05/2024 → 10/2024
  Nylife Securities Llc
  Oklahoma City, OK
• 11/2024 → Present
  Fidelity Investments
  Nichols Hills, OK

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04
• S63 Uniform Securities Agent State Law Examination
  2024-07-05

Other Names

• Zhana Yelubayeva
• Zhanara Yelubayeva
• Zhanarzhan B Yelubayeva
• Zhanarzhan Bolatkyzy Yelubayeva
• Zhanarzhan Bolatky Yelubayeva