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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Western Springs, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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
Student Iowa City IA 08/2018 04/2023
Student Western Springs IL 03/2011 05/2018
Caseys Meat Market Western Springs IL 08/2016 08/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 09/2021
Northwestern Mutual Investment Services Llc Schaumburg IL 02/2022 04/2023
John Klich Schaumburg IL 09/2021 04/2023
Timothy Jackson Schamburg IL 04/2022 04/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2022 04/2023
Fidelity Investments Oak Brook IL 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 04/2023
    Student
    Iowa City, IA
  • 03/2011 → 05/2018
    Student
    Western Springs, IL
  • 08/2016 → 08/2018
    Caseys Meat Market
    Western Springs, IL
  • 05/2021 → 09/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2022 → 04/2023
    Northwestern Mutual Investment Services Llc
    Schaumburg, IL
  • 09/2021 → 04/2023
    John Klich
    Schaumburg, IL
  • 04/2022 → 04/2023
    Timothy Jackson
    Schamburg, IL
  • 07/2022 → 04/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2023 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-20
  • S66 Uniform Combined State Law Examination
    2022-05-20
Other Names
  • Jack Cooley
  • Jack Cooley

View on SEC IAPD

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