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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-04
TX RA APPROVED_RES 2025-11-04
  • IL RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED_RES
    Since 2025-11-04

Branch Locations

North Aurora, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Evergreen Park IL 02/2021 10/2024
Jpmorgan Chase Bank, N.A. Evergreen Park IL 01/2017 10/2024
Fidelity Investments Naperville IL 10/2024 Present
Michael Kors Aurora IL 07/2015 02/2020
Bedrock Manufacturing Aurora IL 10/2019 02/2020
  • 02/2021 → 10/2024
    J.P. Morgan Securities Llc
    Evergreen Park, IL
  • 01/2017 → 10/2024
    Jpmorgan Chase Bank, N.A.
    Evergreen Park, IL
  • 10/2024 → Present
    Fidelity Investments
    Naperville, IL
  • 07/2015 → 02/2020
    Michael Kors
    Aurora, IL
  • 10/2019 → 02/2020
    Bedrock Manufacturing
    Aurora, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-18
S63 Uniform Securities Agent State Law Examination 2021-07-09
  • S65 Uniform Investment Adviser Law Examination
    2025-10-18
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09
Other Names
  • Maria F Perea
  • Maria F Perea Suarez
  • Maria Perea
  • Maria Fernanda Perea

View on SEC IAPD

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