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Joseph Offenberg

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-15
  • FL RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-15

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
Total Wine And More| Jacksonville FL 10/2021 11/2024
Zula Surf Co. Jacksonville FL 07/2018 05/2021
Consult Jclarkson Limited Liability Jacksonville FL 01/2017 07/2017
Chabad Of Southside Jacksonville FL 07/2017 07/2018
Harvey'S Supermarket Jacksonville FL 05/2021 10/2021
Fidelity Investments Jacksonville FL 12/2024 Present
Bass Pools Jacksonville FL 07/2014 07/2017
  • 10/2021 → 11/2024
    Total Wine And More|
    Jacksonville, FL
  • 07/2018 → 05/2021
    Zula Surf Co.
    Jacksonville, FL
  • 01/2017 → 07/2017
    Consult Jclarkson Limited Liability
    Jacksonville, FL
  • 07/2017 → 07/2018
    Chabad Of Southside
    Jacksonville, FL
  • 05/2021 → 10/2021
    Harvey'S Supermarket
    Jacksonville, FL
  • 12/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2014 → 07/2017
    Bass Pools
    Jacksonville, FL
Other Businesses

OBA-132394|OrgNmn:Arnett Sport Kung Fu Association |Org Addr:Jacksonvil,Florida,US|OBA Nature:Martial Arts School |Invst Rel:N|Title:training instructor |Duties:Teach classes when there are no other instructors available and/or private lessons |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-28
  • S66 Uniform Combined State Law Examination
    2026-05-28
Other Names
  • Joseph Offenberg
  • Joseph D Offenberg
  • Joseph Daniel Offenberg

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

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