West Sacramento, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fidelity
Institution
Firm-wide stats for Fidelity
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
Location
West Sacramento CA
Advisors at this office
3
Advisors at this office
Maurice S
Series 63, Series 66
West Sacramento, CA
Fidelity
Maurice Seitter is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Loring Ward Financial Inc. His background also includes roles outside of finance, such as at Whole Foods Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and formal advisory roles to various registered investment entities.
Jesus C
Series 63, Series 66
West Sacramento, CA
Fidelity
Jesus Coronel Garcia is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on oversight and governance in managing various fund structures.
Jon Y
Series 63, Series 66
West Sacramento, CA
Fidelity
Jon Yager is a financial advisor with Fidelity in West Sacramento, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services since 1996. Outside of his advisory role, Yager owns Jon Yager Photography, providing fine art, wedding, and portrait photography services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and charitable funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")