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Jake Floro

Strategic Advisers LLC

Chicago, IL

Bloomingdale, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Bloomingdale, IL • 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
Edward Jones St Louis MO 10/2017 07/2020
Robert Morris University In Chicago Chicago IL 08/2016 05/2017
Local 2 Union Chicago IL 05/2017 08/2017
Fidelity Brokerage Services Chicago IL 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 07/2020
    Edward Jones
    St Louis, MO
  • 08/2016 → 05/2017
    Robert Morris University In Chicago
    Chicago, IL
  • 05/2017 → 08/2017
    Local 2 Union
    Chicago, IL
  • 07/2020 → Present
    Fidelity Brokerage Services
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2018-01-03 → 2020-07-08
    Edward Jones
    Elk Grove Village, IL
    Bloomingdale, IL
    St Louis, MO
    Rolling Meadows, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-28
  • S66 Uniform Combined State Law Examination
    2017-12-28
Other Names
  • Jake Luca Floro
  • Jake Floro

View on SEC IAPD

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SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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