Juan Bosco Dos Santos Concepcion

CRD 3054631 · Fidelity Brokerage Services LLC · Mountain View, CA

IA RegisteredBroker

Also appears in the source record as: Bosco Concepcion; John Bosco Concepcion; John Bosco D Concepcion; John Concepcion; Juan Bosco D Concepcion; Juan Bosco D Concepcion

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 26SIESeries 7Series 6
Registered states (12): Arizona · California · Colorado · Florida · Missouri · Nevada · New York · North Carolina · Oregon · Texas · Virginia · Washington
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Jose, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
San Jose, CA · BD capacity

Jan 10, 2022 → present
Fidelity Brokerage Services LLCCurrent
Mountain View, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jan 19, 2022 → Mar 31, 2025
Ameritas Advisory Services, LLC
IA capacity

Nov 1, 2021 → Nov 8, 2021
Ameritas Investment Company, LLC
BD capacity

Jan 5, 2021 → Nov 8, 2021
Ameritas Advisory Services
IA capacity

Apr 7, 2021 → Nov 1, 2021
Franklin Templeton Financial Services Corp.
BD capacity

Aug 27, 2019 → Oct 15, 2020
Franklin/Templeton Distributors, Inc.
BD capacity

May 14, 1998 → Oct 13, 2020

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3054631 ↗ FINRA BrokerCheck record for CRD 3054631 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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