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Jacqueline Rico

Strategic Advisers LLC

South Bend, IN

South Bend, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-22
IN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-22
  • IN RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Bend, IN • United States

1234 N Eddy St Ste 124, South Bend, IN 46617-1477 • 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 South Bend IN 06/2024 Present
Unemployed South Bend IN 05/2022 06/2024
1St Source Bank South Bend IN 12/2003 04/2022
Lpl Financial South Bend IN 09/2011 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    South Bend, IN
  • 05/2022 → 06/2024
    Unemployed
    South Bend, IN
  • 12/2003 → 04/2022
    1St Source Bank
    South Bend, IN
  • 09/2011 → 03/2022
    Lpl Financial
    South Bend, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    South Bend, IN
    South Bend, IN
  • 2011-12-21 → 2022-04-25
    Lpl Financial Llc
    South Bend, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26
Other Names
  • Jaqueline Rico

View on SEC IAPD

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