Janet M O'COnnell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockford, IL
• 01/2016 → 08/2016
  Staff On Site Midwest, Llc
  Rockford, IL
• 08/2016 → 11/2017
  Unemployed
  Poplar Grove, IL
• 05/2018 → 10/2019
  Bank Of America, N.A.
  Rockford, IL
• 10/2019 → 02/2020
  Unemployed
  Poplar Grove, IL
• 02/2020 → 04/2020
  Baker Tilly
  Janesville, WI
• 04/2020 → 04/2021
  Unemployed
  Poplar Grove, IL
• 04/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-04-05 → 2019-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockford, IL

Other Businesses

OBA-116938|OrgNmn:Elevate Tees|Org Addr:Poplar Gro,Illinois,US|OBA Nature:Online tee shirt sales|Invst Rel:N|Title:No title|Duties:No specific duties, however, I will answer questios and help my son with organizing the business. |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-102053|OrgNmn:Jenni O'Connell Coach + Consultant|Org Addr:Poplar Gro,Illinois,US|OBA Nature:Entrepreneurship coach and con|Invst Rel:N|Title:Sole Proprietor|Duties:Meeting with clients|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-65007|OrgNmn:Wealth Seekers Group LLC|Org Addr:101 Consti,Illinois,US|OBA Nature:LLC to hold vacant lots for fu|Invst Rel:Y|Title:Sole Proprietor|Duties:Some planning and design activities once construction begins. My husband will be doing most of the work. I will perform some support activitie|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-65014|OrgNmn:Cottage and Coast Builder |Org Addr:Poplar Gro,Illinois,US|OBA Nature:Small general contractor/const|Invst Rel:Y|Title:Sole Proprietor|Duties:I will have some administrative support responsibilities. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-04-04
• S63 Uniform Securities Agent State Law Examination
  1996-03-12

Other Names

• Janet M Long
• Janet Marie Oconnell
• Janet Long
• Jenni Long
• Jenni Oconnell
• Janet Oconnell
• Janet M Oconnell
• Janet Marie O'COnnell