Best Investors Account Sign in

Brendan D Bargeron

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Claim This Profile
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
Florida Educators Insurance Lakeland FL 10/2019 09/2023
Fidelity Investments Salt Lake City UT 05/2024 Present
Bankers Life Lakeland FL 10/2023 05/2024
Central Florida Aerospace Academy Lakeland FL 08/2016 10/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 09/2023
    Florida Educators Insurance
    Lakeland, FL
  • 05/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 10/2023 → 05/2024
    Bankers Life
    Lakeland, FL
  • 08/2016 → 10/2019
    Central Florida Aerospace Academy
    Lakeland, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-25
  • S66 Uniform Combined State Law Examination
    2024-09-25
Other Names
  • Brendan Daniel Bargeron
  • Brendan Bargeron

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor