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Jaclyn Alexandria Caruso

Strategic Advisers LLC

Saint Johns, 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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Saint Johns, FL • 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
Sherwin Williams Jacksonville FL 08/2019 02/2020
Lowes Home Improvement Jacksonville FL 03/2020 12/2020
Homemaker Jacksonville FL 08/2015 08/2019
Fidelity Investments Jacksonville FL 04/2021 Present
University Of North Florida Jacksonville FL 08/2019 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 02/2020
    Sherwin Williams
    Jacksonville, FL
  • 03/2020 → 12/2020
    Lowes Home Improvement
    Jacksonville, FL
  • 08/2015 → 08/2019
    Homemaker
    Jacksonville, FL
  • 04/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2019 → 04/2021
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Saint Johns, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
S63 Uniform Securities Agent State Law Examination 2021-10-06
  • S66 Uniform Combined State Law Examination
    2022-05-16
  • S63 Uniform Securities Agent State Law Examination
    2021-10-06
Other Names
  • Jaclyn Alexandria Caruso
  • Erica Alexandria Schultz
  • Jac Alexandria Caruso
  • Erica Lynn Schultz
  • Jaclyn Caruso

View on SEC IAPD

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