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Jonathan A Guerrero

Strategic Advisers LLC

Sarasota, 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

Sarasota, 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
Fidelity Investments Sarasota FL 02/2023 Present
Enterprise Holdings Fort Myers FL 02/2022 02/2023
Unemployed Sarasota FL 11/2021 01/2022
Leola Construction Sarasota FL 09/2021 10/2021
Yelp Sarasota FL 05/2021 09/2021
Olive Garden Orlando FL 02/2021 05/2021
Student Orlando FL 04/2020 01/2021
Northwestern Mutual Orlando FL 05/2019 03/2020
Sprint Orlando FL 03/2018 04/2019
Unemployed Orlando FL 02/2018 02/2018
Chick Fil A Orlando FL 03/2016 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Sarasota, FL
  • 02/2022 → 02/2023
    Enterprise Holdings
    Fort Myers, FL
  • 11/2021 → 01/2022
    Unemployed
    Sarasota, FL
  • 09/2021 → 10/2021
    Leola Construction
    Sarasota, FL
  • 05/2021 → 09/2021
    Yelp
    Sarasota, FL
  • 02/2021 → 05/2021
    Olive Garden
    Orlando, FL
  • 04/2020 → 01/2021
    Student
    Orlando, FL
  • 05/2019 → 03/2020
    Northwestern Mutual
    Orlando, FL
  • 03/2018 → 04/2019
    Sprint
    Orlando, FL
  • 02/2018 → 02/2018
    Unemployed
    Orlando, FL
  • 03/2016 → 01/2018
    Chick Fil A
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-12
  • S66 Uniform Combined State Law Examination
    2023-07-12
Other Names
  • Jonathan Guerrero

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