Whitney Jill Ibarra

Strategic Advisers LLC

Orland Park, IL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Frankfort, 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Chicago	IL	10/2013	07/2019
Rodan + Fields Llc	San Francisco	CA	08/2015	08/2018
Fidelity Brokerage Services	Orland Park	IL	07/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2013 → 07/2019

J.P. Morgan Securities Llc

Chicago, IL
08/2015 → 08/2018

Rodan + Fields Llc

San Francisco, CA
07/2019 → Present

Fidelity Brokerage Services

Orland Park, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Orland Park, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-08-30
S63	Uniform Securities Agent State Law Examination	2009-07-22

S65 Uniform Investment Adviser Law Examination

2019-08-30
S63 Uniform Securities Agent State Law Examination

2009-07-22

Other Names

Whitney J Fritz
Whitney Jill Fritz
Whitney Jill Ibarra
Whitney Ibarra

View on SEC IAPD

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