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Yajaira Vargas

Strategic Advisers LLC

Plainview, NY

Franklin Square, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Franklin Square, 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
Jp Morgan Securities Llc Freeport NY 11/2017 05/2021
Jp Morgan Chase Bank Na Freeport NY 09/2010 10/2017
Fidelity Brokerage Services Llc Garden City NY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 05/2021
    Jp Morgan Securities Llc
    Freeport, NY
  • 09/2010 → 10/2017
    Jp Morgan Chase Bank Na
    Freeport, NY
  • 06/2021 → Present
    Fidelity Brokerage Services Llc
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
  • 2018-03-19 → 2021-05-26
    J.P. Morgan Securities Llc
    Freeport, NY
    Freeport, NY
    Baldwin, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
  • S66 Uniform Combined State Law Examination
    2018-03-15

View on SEC IAPD

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FINANCIAL BOSS
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Other Investors

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Daniel S Burns
Yaniv Hakim
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
CATHERINE ANGELA PERUGINI

Other Offices

J.P. MORGAN SECURITIES LLC · PLAINVIEW, NY
CONCURRENT INVESTMENT ADVISORS, LLC · Plainview, NY
CITIGROUP GLOBAL MARKETS INC. · PLAINVIEW, NY
LPL FINANCIAL LLC · PLAINVIEW, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Plainview, NY
OSAIC WEALTH, INC. · PLAINVIEW, NY
FINANCIAL BOSS · PLAINVIEW, NY
ARCAP PARTNERS LLC · PLAINVIEW, NY

More in Plainview, NY

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