Jesus A. Molina
Professional summary
Jesus A. Molina, who also goes by Jesus A Hassan, Jesus Abel Molina, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Charlotte, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Jesus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jesus has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesus A. Molina's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
July 6, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 2, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
October 20, 2008 - June 12, 2012
TRUIST INVESTMENT SERVICES, INC.
October 20, 2008 - June 12, 2012
TRUIST INVESTMENT SERVICES, INC.
March 17, 2008 - September 9, 2008
WELLS FARGO CLEARING SERVICES, LLC
December 19, 2007 - September 9, 2008
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2005 - January 3, 2007
HSBC SECURITIES (USA) INC.
November 3, 2003 - January 1, 2005
HSBC BROKERAGE (USA) INC.
December 12, 2001 - October 31, 2003
CHASE INVESTMENT SERVICES CORP.
November 13, 1996 - January 28, 2000
CHASE INVESTMENT SERVICES CORP.
November 14, 1994 - May 28, 1996
BNY MELLON SECURITIES CORPORATION
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/5/2012)
(8/10/2020)
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(3/19/2018)
(2/6/2019)
(7/6/2012)
(8/10/2020)
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(12/22/2014)
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(7/6/2012)
(3/31/2025)
(8/10/2020)
(8/11/2020)
(8/10/2020)
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(7/6/2012)
(8/10/2020)
(7/6/2012)
(8/10/2020)
(5/2/2016)
(8/10/2020)
(3/31/2025)
(8/10/2020)
(8/10/2020)
(7/6/2012)
(8/10/2020)
(8/10/2020)
(8/10/2020)
(8/10/2020)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
