Jeffrey Oberle

Strategic Advisers LLC

Redwood City, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Redwood City, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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	Menlo Park	CA	07/2015	12/2016
Fidelity Brokerage Services Llc	Palo Alto	CA	08/2018	Present
In-N-Out Burger	San Jose	CA	12/2016	08/2018
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 12/2016

Morgan Stanley

Menlo Park, CA
08/2018 → Present

Fidelity Brokerage Services Llc

Palo Alto, CA
12/2016 → 08/2018

In-N-Out Burger

San Jose, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-10-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Palo Alto, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-04
S63	Uniform Securities Agent State Law Examination	2018-10-16

S65 Uniform Investment Adviser Law Examination

2019-06-04
S63 Uniform Securities Agent State Law Examination

2018-10-16

Other Names

Jeffrey Allen Oberle

View on SEC IAPD

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