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Matthew Jannone

Strategic Advisers LLC

Midlothian, VA

Glen Allen, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Midlothian, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Td Ameritrade Princeton NJ 02/2017 01/2021
Unemployed Freehold NJ 02/2016 01/2017
Fidelity Investments Princeton NJ 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 01/2021
    Td Ameritrade
    Princeton, NJ
  • 02/2016 → 01/2017
    Unemployed
    Freehold, NJ
  • 01/2021 → Present
    Fidelity Investments
    Princeton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Princeton, NJ
    Glen Allen, VA
  • 2017-03-16 → 2021-01-11
    Td Ameritrade, Inc.
    Princeton, NJ
    Englishtown, NJ
  • 2017-03-17 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Princeton, NJ
    Englishtown, NJ
  • 2016-10-12 → 2016-12-27
    World Investments, Llc
    Freehold, NJ
    Lincroft, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-10
  • S66 Uniform Combined State Law Examination
    2016-10-10
Other Names
  • Matthew Jannone
  • Matthew John Jannone

View on SEC IAPD

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