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Jake Billelo

Strategic Advisers LLC

Plainview, NY

Lindenhurst, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Lindenhurst, NY • 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
Massmutual Long Island Metro Hauppague NY 07/2019 07/2020
Gettysburg College Gettysburg PA 08/2015 07/2019
Fidelity Investments Garden City NY 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 07/2020
    Massmutual Long Island Metro
    Hauppague, NY
  • 08/2015 → 07/2019
    Gettysburg College
    Gettysburg, PA
  • 07/2020 → Present
    Fidelity Investments
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-26
  • S66 Uniform Combined State Law Examination
    2022-03-26
Other Names
  • Jake Joseph Billelo
  • Jake Billelo

View on SEC IAPD

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