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Jonathan Simeon Rosen

Strategic Advisers LLC

New Rochelle, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New Rochelle, NY • 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
Fidelity Investments Jersey City NJ 09/2018 09/2022
Freelance Videography Roslyn NY 07/2016 09/2018
Video Eden Jerusalem 01/2015 01/2017
Fidelity Investments Chappaqua NY 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 09/2022
    Fidelity Investments
    Jersey City, NJ
  • 07/2016 → 09/2018
    Freelance Videography
    Roslyn, NY
  • 01/2015 → 01/2017
    Video Eden
    Jerusalem
  • 09/2022 → Present
    Fidelity Investments
    Chappaqua, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roslyn Heights, NY
    Chappaqua, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2023-02-28
  • S66 Uniform Combined State Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2023-02-28
Other Names
  • Jonathan Rosen

View on SEC IAPD

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