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Jeffery Balistreri-Brenner

Strategic Advisers LLC

Blue Bell, PA

Covington, KY

Philadelphia, PA

Warrington, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-16
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-07-16
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Blue Bell, PA • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States

1520 Main St Ste 201, Warrington, PA 18976-3406 • 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
Edward Jones St Louis MO 03/2021 09/2022
Us Mortgageline Bala Cynwyd PA 09/2020 02/2021
Frontline Processing Llc Milford MI 01/2019 12/2019
Motto Mortgage Direct Milford MI 07/2018 09/2020
Mf Irvine Conshohocken PA 01/2016 08/2018
Unemployed Unemployed PA 09/2022 12/2022
Fidelity Investments Covington KY 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 09/2022
    Edward Jones
    St Louis, MO
  • 09/2020 → 02/2021
    Us Mortgageline
    Bala Cynwyd, PA
  • 01/2019 → 12/2019
    Frontline Processing Llc
    Milford, MI
  • 07/2018 → 09/2020
    Motto Mortgage Direct
    Milford, MI
  • 01/2016 → 08/2018
    Mf Irvine
    Conshohocken, PA
  • 09/2022 → 12/2022
    Unemployed
    Unemployed, PA
  • 12/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2021-05-04 → 2022-09-01
    Edward Jones
    St Louis, MO
    Philadelphia, PA
    Doylestown, PA
Other Businesses

OBA-126039|OrgNmn:JT Rowhome Co. LLC|Org Addr:Blue Bell,Pennsylvan,US|OBA Nature:Real Estate Rental|Invst Rel:Y|Title:Sole Proprietor|Duties:Maintaing the property, collecting rent.|StrtDt:01-01-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-01
  • S66 Uniform Combined State Law Examination
    2021-05-01
Other Names
  • Jeffery Balistreri-Brenner
  • Jeffery Carl Balistreri-Brenner

View on SEC IAPD

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