Best Investors Account Sign in

Andrew Jen

Strategic Advisers LLC

Highland Park, IL

Glenview, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-17
  • IL RA
    APPROVED
    Since 2025-11-17

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Glenview, 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
Capital S Consulting Chicago IL 08/2022 06/2024
Unemployed Glenview IL 08/2024 06/2025
Fonseca Martial Arts Glenview IL 06/2017 08/2018
Unemployed Glenview IL 01/2015 06/2017
Newmedical Technologies Northbrook IL 06/2023 08/2024
Unemployed Glenview IL 08/2018 08/2020
Newmedical Technology, Inc Northbrook IL 07/2022 08/2022
Hackneys Glenview IL 12/2020 08/2021
Hackney'S Glenview IL 08/2020 12/2020
Capital S Consulting Chicago IL 08/2022 06/2023
Fidelity Investments Convington KY 06/2024 08/2024
Fidelity Investments Highland Park IL 06/2025 Present
Sports Column Iowa City IA 10/2023 12/2023
Fidelity Investments Salt Lake City UT 06/2023 08/2023
Unemployed Glenview IL 08/2021 05/2022
Nordstrom Rack Northbrook IL 05/2022 07/2022
Unemployed Iowa City IA 08/2023 10/2023
  • 08/2022 → 06/2024
    Capital S Consulting
    Chicago, IL
  • 08/2024 → 06/2025
    Unemployed
    Glenview, IL
  • 06/2017 → 08/2018
    Fonseca Martial Arts
    Glenview, IL
  • 01/2015 → 06/2017
    Unemployed
    Glenview, IL
  • 06/2023 → 08/2024
    Newmedical Technologies
    Northbrook, IL
  • 08/2018 → 08/2020
    Unemployed
    Glenview, IL
  • 07/2022 → 08/2022
    Newmedical Technology, Inc
    Northbrook, IL
  • 12/2020 → 08/2021
    Hackneys
    Glenview, IL
  • 08/2020 → 12/2020
    Hackney'S
    Glenview, IL
  • 08/2022 → 06/2023
    Capital S Consulting
    Chicago, IL
  • 06/2024 → 08/2024
    Fidelity Investments
    Convington, KY
  • 06/2025 → Present
    Fidelity Investments
    Highland Park, IL
  • 10/2023 → 12/2023
    Sports Column
    Iowa City, IA
  • 06/2023 → 08/2023
    Fidelity Investments
    Salt Lake City, UT
  • 08/2021 → 05/2022
    Unemployed
    Glenview, IL
  • 05/2022 → 07/2022
    Nordstrom Rack
    Northbrook, IL
  • 08/2023 → 10/2023
    Unemployed
    Iowa City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-13
  • S66 Uniform Combined State Law Examination
    2025-10-13

View on SEC IAPD

Other Firms

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
EDWARD JONES
INSIGHT SECURITIES, INC.

Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

More in Highland Park, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor