Carlsbad, CA Office

James Fields is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including TD Ameritrade, Merrill, Bank of America, and AXA Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm also serves as a registered commodity pool operator and advisor to multiple investment companies.

Jeffrey Lung is a CFP® with 20 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at Fidelity Brokerage Services and Labrüm Wealth Management. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Shayne Gabris is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, and SagePoint Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios, which include mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and serves as a registered commodity pool operator.

John Choi is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial and East West Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research combined with quantitative and algorithmic methods. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.