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Jena Lynn Annicelli

Strategic Advisers LLC

Johnston, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-09-03
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Johnston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
United State Marine Corps Fort Leonard Wood MO 07/2013 10/2020
First Command Fort Worth TX 10/2019 06/2021
First Command Brokerage Services, Inc Fort Worth TX 06/2021 10/2022
First Command Advisory Services, Inc Fort Worth TX 06/2021 10/2022
First Command Insurance Services, Inc Fort Worth TX 06/2021 10/2022
Fidelity Investments Westlake TX 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 10/2020
    United State Marine Corps
    Fort Leonard Wood, MO
  • 10/2019 → 06/2021
    First Command
    Fort Worth, TX
  • 06/2021 → 10/2022
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 06/2021 → 10/2022
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 06/2021 → 10/2022
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 10/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Temecula, CA
  • 2021-05-28 → 2022-10-19
    First Command Advisory Services
    Fort Worth, TX
    Oceanside, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-27
  • S66 Uniform Combined State Law Examination
    2021-05-27
Other Names
  • Jena Lynn Depesa
  • Jena Lynn Ness

View on SEC IAPD

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