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Jeffery Koskinen

Strategic Advisers LLC

North Aurora, IL

Naperville, IL

North Aurora, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

North Aurora, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

North Aurora, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Funds Llc Boston MA 06/2012 10/2016
Jhfn Sii Boston MA 07/2012 10/2016
Wbi Investments North Aurora IL 03/2017 02/2019
Foreside Fund Services, Llc North Aurora IL 03/2017 02/2019
Unemployed North Aurora IL 10/2016 03/2017
J.W. Cole Advisors, Inc. Tampa FL 05/2019 12/2020
J.W. Cole Financial, Inc. Tampa FL 05/2019 12/2020
Fidelity Investments Geneva IL 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 10/2016
    John Hancock Funds Llc
    Boston, MA
  • 07/2012 → 10/2016
    Jhfn Sii
    Boston, MA
  • 03/2017 → 02/2019
    Wbi Investments
    North Aurora, IL
  • 03/2017 → 02/2019
    Foreside Fund Services, Llc
    North Aurora, IL
  • 10/2016 → 03/2017
    Unemployed
    North Aurora, IL
  • 05/2019 → 12/2020
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 05/2019 → 12/2020
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 12/2020 → Present
    Fidelity Investments
    Geneva, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Geneva, IL
  • 2019-05-29 → 2020-12-22
    J. W. Cole Advisors, Inc.
    Rolling Meadows, IL
    Tampa, FL
  • 2017-05-15 → 2019-02-01
    Wbi Investments, Llc
    North Aurora, IL
    Red Bank, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-15
S63 Uniform Securities Agent State Law Examination 2001-11-09
  • S65 Uniform Investment Adviser Law Examination
    2017-05-15
  • S63 Uniform Securities Agent State Law Examination
    2001-11-09
Designations
Other Names
  • Jeffery Scott Koskinen
  • Jeffery Koskinen

View on SEC IAPD

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