JACQUELINE CHEE MON KWAN is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-06-21 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-09-11 | 2021-05-25 | — |
| J.P. MORGAN SECURITIES LLC | 2013-11-22 | 2018-09-12 | — |