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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Purcellville, VA • United States

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • 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
Pnc Bank Ashburn VA 06/2015 07/2017
Pnc Investments Ashburn VA 06/2015 07/2017
Hsbc Bank Usa, N.A. Washington DC 07/2017 01/2020
Hsbc Securities (Usa) Inc. Washington DC 07/2017 01/2020
Ubs Financial Services, Inc. Mclean VA 01/2020 05/2020
Rbc Capital Markets, Llc Mclean VA 05/2020 02/2022
City National Bank Mclean VA 07/2020 02/2022
Fidelity Investments Leesburg VA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 07/2017
    Pnc Bank
    Ashburn, VA
  • 06/2015 → 07/2017
    Pnc Investments
    Ashburn, VA
  • 07/2017 → 01/2020
    Hsbc Bank Usa, N.A.
    Washington, DC
  • 07/2017 → 01/2020
    Washington, DC
  • 01/2020 → 05/2020
    Mclean, VA
  • 05/2020 → 02/2022
    Mclean, VA
  • 07/2020 → 02/2022
    City National Bank
    Mclean, VA
  • 02/2022 → Present
    Fidelity Investments
    Leesburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-18
  • S66 Uniform Combined State Law Examination
    2013-04-18
Designations
Other Names
  • Jonathan R Germano
  • Jonathan Germano
  • Jon Germano
  • Jonathan Ryan Germano

View on SEC IAPD

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