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Jeffrey Sapit

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, 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 2026-06-04
TX RA APPROVED 2026-05-21
  • FL RA
    APPROVED
    Since 2026-06-04
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

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

Jacksonville, 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 Investments Jacksonville FL 05/2024 Present
Duval County Public Schools Jacksonville FL 01/2021 03/2021
Raines High School Jacksonville FL 03/2021 06/2021
Ess Jacksonville FL 08/2020 12/2020
Unemployed Jacksonville FL 07/2020 08/2020
Home Depot Pro Jacksonville FL 02/2016 07/2020
Sigma Marketing Orange Park FL 06/2009 05/2024
  • 05/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2021 → 03/2021
    Duval County Public Schools
    Jacksonville, FL
  • 03/2021 → 06/2021
    Raines High School
    Jacksonville, FL
  • 08/2020 → 12/2020
    Ess
    Jacksonville, FL
  • 07/2020 → 08/2020
    Unemployed
    Jacksonville, FL
  • 02/2016 → 07/2020
    Home Depot Pro
    Jacksonville, FL
  • 06/2009 → 05/2024
    Sigma Marketing
    Orange Park, FL
Other Businesses

OBA-109945|OrgNmn:Sigma Press dba Sigma Marketing|Org Addr:Orange Par,Florida,US|OBA Nature:Printing/Marketing company, fa|Invst Rel:N|Title:Director|Duties:Family business, on the board of directors as family representation|StrtDt:03-16-20|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2024-08-21
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2024-08-21

View on SEC IAPD

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REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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