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Detailed Report
NATHAN YUE JIA
Yue Jia
CRD#: 6840358
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1411 CHAPIN AVENUE
BURLINGAME, CA 94010
Registration History
20172018201920202021202220232024202520262 FIRMS2023 - 2024 (<1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2024 - Present (<1 year)BELITE BROKERS, LLC (CRD# 284050)2018 - 2019 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - 2025 (<1 year)IAELITE ADVISORS, LLC (CRD# 282117)2017 - 2020 (3 years)
License(s)

State Registrations

B
California 8/13/2024
B
Georgia 2/20/2025
IA
California 3/31/2025
B
Missouri 1/6/2025

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1411 CHAPIN AVENUE, BURLINGAME, CA 94010
SAN MATEO, CA
Registered with this firm since 8/13/2024
Previous Registration(s)
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IA
 08/20/2024 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BURLINGAME, CA
IA
 05/12/2023 - 07/02/2024 SUNSTONE ADVISORS, LLC (CRD#:324002) IRVINE, CA
B
 10/31/2023 - 06/17/2024 CAROFIN, LLC (CRD#:298717) Irvine, CA
IA
 08/02/2017 - 12/31/2020 ELITE ADVISORS, LLC (CRD#:282117) LONG BEACH, CA
B
 12/13/2018 - 05/31/2019 ELITE BROKERS, LLC (CRD#:284050) LONG BEACH, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.