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Matthew J. Wefer

Strategic Advisers LLC

Ponte Vedra Beach, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ponte Vedra Beach, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Brokerage Services Llc Jacksonville FL 01/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-127073|OrgNmn:1118 Colima Ct LLC|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Real estate rental|Invst Rel:Y|Title:Manager|Duties:Landlord|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-106339|OrgNmn:Basic Stitches Design Company|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Craft business selling cross s|Invst Rel:N|Title:Officer|Duties:Oversee finances and accounting of business profits and expenses.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-120410|OrgNmn:PrimeSeat Exchange|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Buying and selling event ticke|Invst Rel:N|Title:Founder and CEO|Duties:Prospecting, buying and selling tickets to major sports and entertainment events thru online channels.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-18
S63 Uniform Securities Agent State Law Examination 2016-02-22
  • S66 Uniform Combined State Law Examination
    2019-04-18
  • S63 Uniform Securities Agent State Law Examination
    2016-02-22
Other Names
  • Matthew James Wefer

View on SEC IAPD

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