Alan Jack Okazaki

Strategic Advisers LLC

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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	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States

Folsom, CA • 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

Organization	City	State	From	To
Brickyard Kitchen & Bar	El Dorado Hills	CA	06/2021	07/2021
Bacon Boise	Boise	ID	01/2022	04/2024
Fidelity Investments	Folsom	CA	05/2024	Present
Unemployed	El Dorado Hills	CA	04/2014	05/2024
Full-Time Student	Boise	ID	07/2021	01/2022
Full-Time Student	El Dorado Hills	CA	01/2014	06/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2021 → 07/2021

Brickyard Kitchen & Bar

El Dorado Hills, CA
01/2022 → 04/2024

Bacon Boise

Boise, ID
05/2024 → Present

Fidelity Investments

Folsom, CA
04/2014 → 05/2024

Unemployed

El Dorado Hills, CA
07/2021 → 01/2022

Full-Time Student

Boise, ID
01/2014 → 06/2021

Full-Time Student

El Dorado Hills, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-10-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Folsom, CA

El Dorado Hills, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-14

S66 Uniform Combined State Law Examination

2024-10-14

Other Names

Alan J Okazaki
Aj Okazaki
Alan Jack Okazaki

View on SEC IAPD

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