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Olex Zaragoza

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7256165

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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
Diversified Consultants Inc Jacksonville FL 08/2017 09/2019
Genesys/Interactive Intelligence Jacksonville FL 11/2015 07/2017
Fidelity Brokerage Services Llc Jacksonville FL 05/2020 Present
Unemployed Jacksonville FL 10/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 09/2019
    Diversified Consultants Inc
    Jacksonville, FL
  • 11/2015 → 07/2017
    Genesys/Interactive Intelligence
    Jacksonville, FL
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 10/2019 → 04/2020
    Unemployed
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-15203|OrgNmn:Sneaker, clothing, collectible reselling|Org Addr:Jacksonvil,Florida,US|OBA Nature:The reselling of shoes, clothi|Invst Rel:N|Title:Self Employed|Duties:Selling items|StrtDt:08-08-18|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-21
S63 Uniform Securities Agent State Law Examination 2020-09-15
  • S66 Uniform Combined State Law Examination
    2022-09-21
  • S63 Uniform Securities Agent State Law Examination
    2020-09-15
Other Names
  • Olex James Zaragoza
  • Olex Zaragoza

View on SEC IAPD

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