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Jose Francisco Bosque

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
Ultimate Rides Of The Se Inc. Jacksonville FL 01/2007 01/2019
Fidelity Brokerage Services Llc Jacksonville FL 02/2019 Present
University Of North Florida Jacksonville FL 08/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2007 → 01/2019
    Ultimate Rides Of The Se Inc.
    Jacksonville, FL
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 08/2014 → 12/2017
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
  • S66 Uniform Combined State Law Examination
    2019-06-03
Other Names
  • Jose Francisco Bosque
  • Jose Bosque

View on SEC IAPD

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
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