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Austin Gapen

Strategic Advisers LLC

Jacksonville, 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

Jacksonville, 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
Plainfield East High School Plainfield IL 08/2013 05/2017
Lifetime Fitness Romeoville IL 07/2016 08/2019
The Clybourne Champaign IL 03/2018 08/2018
Kams Champaign Champaign IL 08/2018 01/2021
Amazon Crest Hill IL 06/2018 08/2018
Champaign Country Club Champaign IL 11/2019 03/2020
Busey Investment Services Champaign IL 01/2020 05/2021
Fidelity Investments Jacksonville FL 07/2021 Present
Willowbrook Ford Willowbrook IL 05/2020 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Plainfield East High School
    Plainfield, IL
  • 07/2016 → 08/2019
    Lifetime Fitness
    Romeoville, IL
  • 03/2018 → 08/2018
    The Clybourne
    Champaign, IL
  • 08/2018 → 01/2021
    Kams Champaign
    Champaign, IL
  • 06/2018 → 08/2018
    Amazon
    Crest Hill, IL
  • 11/2019 → 03/2020
    Champaign Country Club
    Champaign, IL
  • 01/2020 → 05/2021
    Busey Investment Services
    Champaign, IL
  • 07/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2020 → 01/2021
    Willowbrook Ford
    Willowbrook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2021-12-08
  • S66 Uniform Combined State Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2021-12-08

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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