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Jonathan Schaeffer

Strategic Advisers LLC

Jacksonville Beach, 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 Beach, 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
Fidelity Investments Jacksonville FL 10/2020 Present
Pga Tour Ponte Vedra Beach FL 03/2016 10/2020
Florida State University Tallahassee FL 08/2015 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2016 → 10/2020
    Pga Tour
    Ponte Vedra Beach, FL
  • 08/2015 → 05/2020
    Florida State University
    Tallahassee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-15
S63 Uniform Securities Agent State Law Examination 2021-03-09
  • S66 Uniform Combined State Law Examination
    2022-06-15
  • S63 Uniform Securities Agent State Law Examination
    2021-03-09
Other Names
  • Jonathan Schaeffer
  • Jonathan William Schaeffer

View on SEC IAPD

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