Adviser and broker representative · Strategic Advisers LLC
Jesus V. Morales Moreno
CRD 8138647 · Campbell, CA
At a glance
Jesus V. Morales Moreno is an investment adviser representative with Strategic Advisers LLC in Campbell, CA, according to the SEC’s Investment Adviser Public Disclosure records. Jesus is also registered as a broker representative.
Current advisory firm
- Strategic Advisers LLCSince March 2026Campbell, CA · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jesus’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Strategic Advisers LLC
- Richard AbarcaCampbell
- Andre Barde Jr.Campbell
- Phillip D. BenjaminCampbell
- Ann Margaret M. BishopCampbell
- Alexander BreaCampbell
- Daniel ChanCampbell
- David W. ChenCampbell
- Zifeng ChenCampbell
Every advisor at Strategic Advisers LLC →Strategic Advisers LLC: assets, clients and custodians →Financial advisors in Campbell, CA →Every Strategic Advisers LLC advisor in Campbell →Advisor Moves: who changed firms this week →