Joseph L Zdybel

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 05/2019
  Unemployed
  South Elgin, IL
• 02/2024 → 07/2024
  Dc Ranch Village Health Club And Spas
  Scottsdale, AZ
• 03/2023 → 06/2024
  Greyhawk Golf Course
  Scottsdale, AZ
• 10/2022 → 12/2022
  Lululemon
  Scottsdale, AZ
• 11/2023 → 12/2023
  Zipps Sports Bar And Grill
  Tempe, AZ
• 10/2024 → 10/2024
  Unemployed
  South Elgin, IL
• 09/2022 → 09/2022
  Unemployed
  Tempe, AZ
• 09/2024 → 09/2024
  Express Employment Professionals
  Elk Grove Village, IL
• 06/2023 → 06/2024
  Evergreen Alliance Golf Limited Lp
  Scottsdale, AZ
• 07/2025 → 01/2026
  J.P. Morgan Securities Llc
  Barrington, IL
• 05/2019 → 07/2022
  Saint Charles Country Club
  Saint Charles, IL
• 02/2024 → 06/2024
  Jr Capital
  Scottsdale, AZ
• 08/2024 → 08/2024
  Unemployed
  South Elgin, IL
• 03/2026 → Present
  Fidelity Investments
  Oak Brook, IL
• 01/2023 → 02/2023
  Unemployed
  Tempe, AZ
• 07/2025 → 01/2026
  Jpmorgan Chase Bank, N.A.
  Barrington, IL
• 11/2024 → 06/2025
  Morgan Stanley
  Chicago, IL
• 05/2022 → 08/2022
  Buffalo Wild Wings
  South Elgin, IL
• 02/2026 → 03/2026
  Unemployed
  South Elgin, IL
• 11/2023 → 12/2023
  P.M.G Publishing Llc
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-06-17
• S63 Uniform Securities Agent State Law Examination
  2025-04-22

Other Names

• Joseph L Zdybel
• Joseph L. Zdybel