Joe Okabe

Current Employers

Employment History

• 01/2010 → Present
  Fidelity Investments
  Jersey City, NJ
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Greenwood Village, CO
  Highlands Ranch, CO
• 2013-01-03 → 2018-07-13
  Strategic Advisers Llc
  Lone Tree, CO
  Lone Tree, CO
  Portland, OR
  Denver, CO
  Glendale, AZ
• 2005-08-12 → 2006-10-31
  Ubs Financial Services Inc.
  Manalapan, NJ
  Manalapan, NJ
• 2002-07-22 → 2005-08-16
  New England Securities
  Neptune, NJ

Other Businesses

OBA-17889|OrgNmn:LUX3, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Amazon Arbitrage|Invst Rel:N|Title:Member|Duties:Wife will be President/CEO of LLC. I have no involvement except as a member, limited participation on my part.|StrtDt:07-01-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-109098|OrgNmn:LUX4|Org Addr:Highlands ,Colorado,US|OBA Nature:FBA - Amazon Arbitrage|Invst Rel:N|Title:Officer|Duties:None - Busniness is my spouse's business|StrtDt:05-13-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-12-26
• S65 Uniform Investment Adviser Law Examination
  2002-07-19

Designations

Other Names

• Joe Okabe