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Qing Ji

Strategic Advisers LLC

Roanoke, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-01
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

Roanoke, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Eur-Aupair Jacksonville FL 03/2015 03/2017
Fidelity Investments Westlake TX 02/2024 Present
Homemaking Jacksonville FL 03/2017 07/2021
Ryan Charlon State Farm Agency Camarillo CA 07/2021 02/2024
  • 03/2015 → 03/2017
    Eur-Aupair
    Jacksonville, FL
  • 02/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2017 → 07/2021
    Homemaking
    Jacksonville, FL
  • 07/2021 → 02/2024
    Ryan Charlon State Farm Agency
    Camarillo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
S63 Uniform Securities Agent State Law Examination 2024-05-16
  • S66 Uniform Combined State Law Examination
    2025-11-17
  • S63 Uniform Securities Agent State Law Examination
    2024-05-16
Other Names
  • Tasha Ji

View on SEC IAPD

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