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Johnathan Roman

Strategic Advisers LLC

Jacksonville, 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

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Wells Fargo Jacksonville FL 05/2015 09/2016
Onecall Jacksonville FL 02/2017 08/2017
Ditech Jacksonville FL 08/2017 03/2019
Comcast Jacksonville FL 04/2019 01/2021
Trugreen Jacksonville FL 02/2021 05/2021
Fidelity Investments Jacksonville FL 05/2021 Present
Brio Jacksonville FL 09/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 09/2016
    Wells Fargo
    Jacksonville, FL
  • 02/2017 → 08/2017
    Onecall
    Jacksonville, FL
  • 08/2017 → 03/2019
    Ditech
    Jacksonville, FL
  • 04/2019 → 01/2021
    Comcast
    Jacksonville, FL
  • 02/2021 → 05/2021
    Trugreen
    Jacksonville, FL
  • 05/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2016 → 02/2017
    Brio
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-15
  • S66 Uniform Combined State Law Examination
    2021-12-15

View on SEC IAPD

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RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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