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Jocelin Paredes

Strategic Advisers LLC

Orland Park, IL

Joliet, IL

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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

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Joliet, IL • 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 Brokerage Services Llc Orland Park IL 07/2018 Present
Bank Of America Bolingbrook IL 12/2016 07/2018
Lewis University Romeoville IL 09/2014 07/2018
T.J. Maxx Romeoville IL 08/2014 07/2018
Walmart Romeoville IL 12/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → Present
    Fidelity Brokerage Services Llc
    Orland Park, IL
  • 12/2016 → 07/2018
    Bank Of America
    Bolingbrook, IL
  • 09/2014 → 07/2018
    Lewis University
    Romeoville, IL
  • 08/2014 → 07/2018
    T.J. Maxx
    Romeoville, IL
  • 12/2015 → 10/2016
    Walmart
    Romeoville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-24
S63 Uniform Securities Agent State Law Examination 2018-11-16
  • S66 Uniform Combined State Law Examination
    2019-07-24
  • S63 Uniform Securities Agent State Law Examination
    2018-11-16

View on SEC IAPD

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W&S BROKERAGE SERVICES, INC.
WAVE & BREAKOUT L.L.C.
HIGHPOINT PLANNING PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

More in Orland Park, IL

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