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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Boynton Beach, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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
The Gms Group, L.L.C. Boca Raton FL 04/2015 08/2017
Valic Financial Advisors, Inc. Boca Raton FL 09/2017 11/2017
National Securities Corp Jupiter FL 01/2018 02/2018
Td Ameritrade West Palm Beach FL 06/2018 01/2021
Unemployed Boca Raton FL 02/2018 06/2018
Brookstone Capital Management Wheaton IL 02/2021 10/2021
Fidelity Investments Palm Beach Gardens FL 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 08/2017
    The Gms Group, L.L.C.
    Boca Raton, FL
  • 09/2017 → 11/2017
    Valic Financial Advisors, Inc.
    Boca Raton, FL
  • 01/2018 → 02/2018
    National Securities Corp
    Jupiter, FL
  • 06/2018 → 01/2021
    Td Ameritrade
    West Palm Beach, FL
  • 02/2018 → 06/2018
    Unemployed
    Boca Raton, FL
  • 02/2021 → 10/2021
    Brookstone Capital Management
    Wheaton, IL
  • 10/2021 → Present
    Fidelity Investments
    Palm Beach Gardens, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
  • 2021-02-08 → 2021-10-06
    Delray Beach, FL
    Wheaton, IL
    Palm Beach Gardens, FL
  • 2018-10-23 → 2021-01-11
    Td Ameritrade, Inc.
    West Palm Beach, FL
  • 2018-09-21 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    West Palm Beach, FL
  • 2009-09-04 → 2010-02-04
    Kiley Investment Management, Inc.
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-25
S63 Uniform Securities Agent State Law Examination 2007-04-27
  • S66 Uniform Combined State Law Examination
    2018-06-25
  • S63 Uniform Securities Agent State Law Examination
    2007-04-27
Other Names
  • Jonathan Joseph Genovese
  • Jonathan Genovese
  • Jonathan J Genovese

View on SEC IAPD

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