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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Henrico, VA • 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
Chez Foushee Richmond VA 03/2013 11/2021
Virginia Department For Aging And Rehabilitation Richmond VA 02/2017 08/2017
Mutual Of Omaha Investor Services Glen Allen VA 06/2019 07/2019
Mutual Of Omaha Insurance Company Glen Allen VA 05/2019 07/2019
Pruco Securities Llc Glen Allen VA 12/2019 11/2021
The Prudential Insurance Company Of America Glen Allen VA 06/2020 11/2021
Independent Administrative Services, Llc Clearwater FL 11/2021 11/2021
Saybrus Equity Services, Llc Hartford CT 11/2021 11/2021
Fidelity Investments Merrimack NH 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → 11/2021
    Chez Foushee
    Richmond, VA
  • 02/2017 → 08/2017
    Virginia Department For Aging And Rehabilitation
    Richmond, VA
  • 06/2019 → 07/2019
    Mutual Of Omaha Investor Services
    Glen Allen, VA
  • 05/2019 → 07/2019
    Mutual Of Omaha Insurance Company
    Glen Allen, VA
  • 12/2019 → 11/2021
    Glen Allen, VA
  • 06/2020 → 11/2021
    The Prudential Insurance Company Of America
    Glen Allen, VA
  • 11/2021 → 11/2021
    Independent Administrative Services, Llc
    Clearwater, FL
  • 11/2021 → 11/2021
    Saybrus Equity Services, Llc
    Hartford, CT
  • 02/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Richmond, VA
    Merrimack, NH
  • 2020-05-28 → 2021-11-01
    Glen Allen, VA
    North Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-27
  • S66 Uniform Combined State Law Examination
    2020-05-27
Other Names
  • Jason Robert Naperla
  • Jason Robert Naperala

View on SEC IAPD

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