Jeremy Casupanan, financial advisor Brea CA
81 score

Jeremy Casupanan

CRD Number: 5499124
Current Firm: Strategic Advisers, Inc.

Jeremy Casupanan (CRD# 5499124) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Brea, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Brea, CA Jun 2013 - Current 3
Eagle Strategies LLC Irvine, CA Jul 2011 - Jun 2013 1
Nylife Securities LLC Irvine, CA May 2011 - Jun 2013 2
New York Life Insurance Co Irvine, CA Apr 2011 - Jun 2013 2
National Planning Corp Santa Monica, CA May 2009 - Apr 2011 1
The Elite Financial Network, Inc. Orange, CA Feb 2008 - Apr 2011 3
Royal Alliance Associates Orange, CA Apr 2008 - May 2009 1
Mili Insurance Services Pomona, CA Jul 2007 - Feb 2008 < 1
Origin Lending Group Los Angeles, CA Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy Casupanan
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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