Jeffrey Daniel Vaughn

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
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Naperville, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Morgan Stanley	Naperville	IL	06/2016	06/2017
Jp Morgan Chase Bank	Wheaton	IL	06/2017	06/2019
Jp Morgan Securities Llc	Wheaton	IL	06/2017	06/2019
Fidelity Brokerage Services Llc	Geneva	IL	06/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 06/2017

Morgan Stanley

Naperville, IL
06/2017 → 06/2019

Jp Morgan Chase Bank

Wheaton, IL
06/2017 → 06/2019

Jp Morgan Securities Llc

Wheaton, IL
06/2019 → Present

Fidelity Brokerage Services Llc

Geneva, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-07-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Geneva, IL
2017-07-10 → 2019-05-17

J.P. Morgan Securities Llc

Wheaton, IL
2016-08-26 → 2017-07-12

Morgan Stanley

Oak Brook, IL

Naperville, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-26

S66 Uniform Combined State Law Examination

2016-08-26

Other Names

Jeff Vaughn
Jeffrey Daniel Vaughn
Jeffrey Daniel Vaughn
Jeffrey D Vaughn

View on SEC IAPD

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