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Jeffrey Marks

Strategic Advisers LLC

Menlo Park, CA

Palo Alto, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Menlo Park, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Equitable Advisors, Llc New York NY 11/2023 05/2024
Hawaii Preparatory Academy Kamuela HI 08/2009 07/2017
Fidelity Investments Palo Alto CA 06/2024 Present
Santa Clara University Santa Clara CA 08/2017 12/2019
Nevada State University Henderson NV 01/2022 12/2023
Papaya Payments Sherman Oaks CA 06/2017 08/2017
College Of Southern Nevada Henderson NV 01/2020 12/2021
Plushcare San Francisco CA 06/2019 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → 05/2024
    Equitable Advisors, Llc
    New York, NY
  • 08/2009 → 07/2017
    Hawaii Preparatory Academy
    Kamuela, HI
  • 06/2024 → Present
    Fidelity Investments
    Palo Alto, CA
  • 08/2017 → 12/2019
    Santa Clara University
    Santa Clara, CA
  • 01/2022 → 12/2023
    Nevada State University
    Henderson, NV
  • 06/2017 → 08/2017
    Papaya Payments
    Sherman Oaks, CA
  • 01/2020 → 12/2021
    College Of Southern Nevada
    Henderson, NV
  • 06/2019 → 09/2019
    Plushcare
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2024-01-26 → 2024-05-16
    Equitable Advisors, Llc
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2023-11-28
Other Names
  • Jeffrey Marks
  • Jeff Marks
  • Jeffrey Colton Marks

View on SEC IAPD

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