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Shawna Tutt

Strategic Advisers LLC

Naperville, IL

Aurora, 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_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

Aurora, 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
Jpmorgan Chase Bank, N.A. Saint Charles IL 05/2019 09/2022
J.P. Morgan Securities Llc Saint Charles IL 05/2019 09/2022
Jpmorgan Chase Bank N.A. Downers Grove IL 05/2017 05/2019
Jpmorgan Chase Bank N.A. Downers Grove IL 11/2015 05/2017
Fidelity Investments Jacksonville FL 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 09/2022
    Jpmorgan Chase Bank, N.A.
    Saint Charles, IL
  • 05/2019 → 09/2022
    J.P. Morgan Securities Llc
    Saint Charles, IL
  • 05/2017 → 05/2019
    Jpmorgan Chase Bank N.A.
    Downers Grove, IL
  • 11/2015 → 05/2017
    Jpmorgan Chase Bank N.A.
    Downers Grove, IL
  • 09/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Aurora, IL
  • 2019-09-30 → 2022-09-07
    J.P. Morgan Securities Llc
    St. Charles, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
  • S66 Uniform Combined State Law Examination
    2019-09-25
Other Names
  • Shawna Marie Hein
  • Shawna M Tutt
  • Shawna Tutt
  • Shawna M Hein
  • Shawna Hein
  • Shawna Marie Tutt

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
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