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Jane Fallaw

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
Fidelity Investments Jacksonville FL 03/2021 Present
Sanchez Wealth Management Group, Llc Jacksonville FL 06/2018 01/2021
Burkett Financial Services, Llc Rock Hill SC 01/2018 05/2018
College Student Columbia SC 08/2014 12/2017
Burkett Financial Services, Llc West Columbia SC 01/2017 08/2017
University Of South Carolina Columbia SC 08/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2018 → 01/2021
    Sanchez Wealth Management Group, Llc
    Jacksonville, FL
  • 01/2018 → 05/2018
    Burkett Financial Services, Llc
    Rock Hill, SC
  • 08/2014 → 12/2017
    College Student
    Columbia, SC
  • 01/2017 → 08/2017
    Burkett Financial Services, Llc
    West Columbia, SC
  • 08/2014 → 12/2017
    University Of South Carolina
    Columbia, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-14
  • S63 Uniform Securities Agent State Law Examination
    2021-06-14
Other Names
  • Jane Marylynn Bunton
  • Jane Bunton Fallaw

View on SEC IAPD

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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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