Jack Whaley

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31
VA	RA	APPROVED	2025-03-31

DC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Arlington, VA • United States

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Office Resources, Inc.	Boston	MA	06/2019	08/2019
Stonehill College Facilities Department	North Easton	MA	05/2018	08/2018
Tammaro Landscaping & Property Services	Cape Elizabeth	ME	06/2015	08/2017
Unemployed	South Portland	ME	05/2020	10/2020
Equitable Advisors, Llc	Wellesley	MA	10/2020	04/2022
Stonehill College	North Easton	MA	09/2016	05/2020
Fidelity Investments	Washington, Dc	DC	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2019 → 08/2019

Office Resources, Inc.

Boston, MA
05/2018 → 08/2018

Stonehill College Facilities Department

North Easton, MA
06/2015 → 08/2017

Tammaro Landscaping & Property Services

Cape Elizabeth, ME
05/2020 → 10/2020

Unemployed

South Portland, ME
10/2020 → 04/2022

Equitable Advisors, Llc

Wellesley, MA
09/2016 → 05/2020

Stonehill College

North Easton, MA
05/2022 → Present

Fidelity Investments

Washington, Dc, DC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Washington, DC
2021-07-19 → 2022-04-20

Equitable Advisors, Llc

Wellesley, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-05

S66 Uniform Combined State Law Examination

2021-03-05

Other Names

Jack Barter Whaley
Jack Whaley

View on SEC IAPD