Best Investors Account Sign in

Jose Gabriel Checo

Strategic Advisers LLC

Jacksonville, FL

Saint Johns, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Saint Johns, 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
Optum Uhg Orlando FL 10/2016 01/2017
Wyndham Resorts Kissimmee FL 06/2016 10/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2017 12/2018
Northwestern Mutual Investment Services Llc Orlando FL 08/2017 12/2018
Unemployed Orlando FL 12/2018 01/2019
Old Dominion University Virginia Beach VA 01/2019 05/2020
Unemployed Virginia Beach VA 05/2020 01/2022
Old Dominion University Virginia Beach VA 01/2022 05/2022
University Of North Florida Jacksonville FL 05/2022 12/2023
Unemployed Orlando FL 12/2023 04/2024
Fidelity Investments Jacksonville FL 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 01/2017
    Optum Uhg
    Orlando, FL
  • 06/2016 → 10/2016
    Wyndham Resorts
    Kissimmee, FL
  • 04/2017 → 12/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2017 → 12/2018
    Northwestern Mutual Investment Services Llc
    Orlando, FL
  • 12/2018 → 01/2019
    Unemployed
    Orlando, FL
  • 01/2019 → 05/2020
    Old Dominion University
    Virginia Beach, VA
  • 05/2020 → 01/2022
    Unemployed
    Virginia Beach, VA
  • 01/2022 → 05/2022
    Old Dominion University
    Virginia Beach, VA
  • 05/2022 → 12/2023
    University Of North Florida
    Jacksonville, FL
  • 12/2023 → 04/2024
    Unemployed
    Orlando, FL
  • 04/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2018-05-30
  • S66 Uniform Combined State Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2018-05-30
Other Names
  • Gabriel Checo
  • Jose Gabriel Checo
  • Jose G Checo

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor