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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Chicago, IL • United States

One North Lasalle Street, Chicago, IL 60602-3902 • 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
Unemployed Gainesville FL 01/2007 03/2017
Valic Financial Advisors, Inc. Gainesville FL 03/2017 09/2017
Valic Financial Advisors, Inc. Tampa FL 09/2017 11/2021
Fidelity Investments Chicago IL 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2021-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2018-03-08 → 2021-11-24
    Gainesville, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-02
  • S66 Uniform Combined State Law Examination
    2018-02-02
Other Names
  • Jake Nangle

View on SEC IAPD

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