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Jonathan Licea

Strategic Advisers LLC

Burbank, IL

Orland Park, IL

CRD 8180868

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-09
  • IL RA
    APPROVED
    Since 2026-03-09

Branch Locations

Burbank, IL • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • 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
Fifth Third Bank Chicago IL 06/2024 08/2024
Liberty Junior High School Burbank IL 08/2015 05/2017
Shamrock Inc. Oak Lawn IL 09/2019 04/2021
The Home Depot Chicago Ridge IL 05/2021 08/2022
University Of Illinois Urbana Champaign Champaign IL 08/2021 05/2025
Reavis High School Burbank IL 08/2017 05/2021
Unemployed Burbank IL 05/2025 09/2025
Fidelity Investments Orland Park IL 10/2025 Present
  • 06/2024 → 08/2024
    Fifth Third Bank
    Chicago, IL
  • 08/2015 → 05/2017
    Liberty Junior High School
    Burbank, IL
  • 09/2019 → 04/2021
    Shamrock Inc.
    Oak Lawn, IL
  • 05/2021 → 08/2022
    The Home Depot
    Chicago Ridge, IL
  • 08/2021 → 05/2025
    University Of Illinois Urbana Champaign
    Champaign, IL
  • 08/2017 → 05/2021
    Reavis High School
    Burbank, IL
  • 05/2025 → 09/2025
    Unemployed
    Burbank, IL
  • 10/2025 → Present
    Fidelity Investments
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-25
  • S66 Uniform Combined State Law Examination
    2026-02-25

View on SEC IAPD

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