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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hoboken, NJ • 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
Oritani Bank Park Ridge NJ 06/2017 08/2017
Axa Advisors, Llc New York NY 04/2020 06/2020
University Of Delaware Newark DE 09/2015 06/2019
Unemployed Mahwah NJ 02/2016 05/2017
Unemployed Mahwah NJ 07/2019 04/2020
Equitable Advisors, Llc New York NY 04/2020 03/2021
Fidelity Investments Mahwah NJ 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Oritani Bank
    Park Ridge, NJ
  • 04/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 09/2015 → 06/2019
    University Of Delaware
    Newark, DE
  • 02/2016 → 05/2017
    Unemployed
    Mahwah, NJ
  • 07/2019 → 04/2020
    Unemployed
    Mahwah, NJ
  • 04/2020 → 03/2021
    New York, NY
  • 06/2021 → Present
    Fidelity Investments
    Mahwah, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hoboken, NJ
  • 2020-08-20 → 2021-03-05
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-11
  • S66 Uniform Combined State Law Examination
    2019-12-11
Other Names
  • Jake Senchak
  • Jake Philip Senchak

View on SEC IAPD

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