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Janelle Schultheis

Strategic Advisers LLC

Jacksonville, FL

Saint Johns, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Saint Johns, FL • 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
Fidelity Brokerage Services Llc Jacksonville FL 01/2015 02/2021
Fidelity Investments Boston MA 09/2022 Present
Unemployed Saint Johns FL 02/2021 02/2022
St. Johns County School District Saint Johns FL 02/2022 06/2022
Unemployed Saint Johns FL 06/2022 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 02/2021
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 09/2022 → Present
    Fidelity Investments
    Boston, MA
  • 02/2021 → 02/2022
    Unemployed
    Saint Johns, FL
  • 02/2022 → 06/2022
    St. Johns County School District
    Saint Johns, FL
  • 06/2022 → 09/2022
    Unemployed
    Saint Johns, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-22
S66 Uniform Combined State Law Examination 2005-04-11
  • S65 Uniform Investment Adviser Law Examination
    2012-10-22
  • S66 Uniform Combined State Law Examination
    2005-04-11
Other Names
  • Janelle Lisa Turkowski
  • Janelle Lisa Schultheis

View on SEC IAPD

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