Rancho Cucamonga, CA Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,021

Across 1,876 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.

The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.

Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.

Based on Fidelity

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

Rancho Cucamonga CA

Advisors at this office

5

Advisors at this office

user avatar

Nora J

Series 66

Rancho Cucamonga, CA

Fidelity

Nora Jashari is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing, JP Morgan Chase Bank, Merrill, and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Charitable giving & philanthropy Active portfolio management
user avatar

Randy R

Series 66

Rancho Cucamonga, CA

Fidelity

Randy Reyes is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Personal and Workplace Advisors since 2018 and has been affiliated with various Fidelity entities since 2012. 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. The firm serves a broad client base and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its investment process.

Charitable giving & philanthropy Active portfolio management
user avatar

Saikou J

Series 63, Series 66

Rancho Cucamonga, CA

Fidelity

Saikou Jabbi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Yuan Ze University and Boise State University, including work in corporate finance and academic positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Charitable giving & philanthropy Active portfolio management
user avatar

Kevin B

Series 66

Rancho Cucamonga, CA

Fidelity

Kevin Bell is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo, Edward Jones, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Charitable giving & philanthropy Active portfolio management
user avatar

Oscar B

Series 66, Series 63

Rancho Cucamonga, CA

Fidelity

Oscar Bahena Del Angel is a financial advisor with Fidelity in Rancho Cucamonga, CA, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at multiple Cetera entities and Summit Brokerage Services. Outside of finance, he has worked in hospitality, attending to suite patrons and delivering food and drinks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment vehicles.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
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