Jana Lynn Abels

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Boston, MA • United States

801 Boylston Street, Boston, MA 02116-2625 • 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

Organization	City	State	From	To
Hennion & Walsh, Inc.	Parsippany	NJ	06/2004	05/2020
Fidelity Brokerage Services Llc	Danvers	MA	05/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2004 → 05/2020

Hennion & Walsh, Inc.

Parsippany, NJ
05/2020 → Present

Fidelity Brokerage Services Llc

Danvers, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-06-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Danvers, MA
2008-01-02 → 2020-05-12

Hennion & Walsh Asset Management, Inc.

Parsippany, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-27
S63	Uniform Securities Agent State Law Examination	2004-09-17

S65 Uniform Investment Adviser Law Examination

2007-12-27
S63 Uniform Securities Agent State Law Examination

2004-09-17

Other Names

Jana Lynn Abels
Jana Abels

View on SEC IAPD

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