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Jonathan Barletta

Strategic Advisers LLC

Manalapan, NJ

South Amboy, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-21
TX RA APPROVED 2025-07-21
  • NJ RA
    APPROVED
    Since 2025-07-21
  • TX RA
    APPROVED
    Since 2025-07-21

Branch Locations

198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States

South Amboy, NJ • 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
Monroe Township Highschool Monroe Township NJ 09/2013 06/2017
Columbia Container Services Elizebeth NJ 11/2017 03/2022
Middlesex County College Edison NJ 09/2017 06/2019
Monmouth University West Long Branch NJ 09/2019 06/2021
Bright Data New York NY 04/2022 09/2022
Unemployed Monroe NJ 10/2022 02/2023
Fidelity Investments Manalapan NJ 03/2023 Present
  • 09/2013 → 06/2017
    Monroe Township Highschool
    Monroe Township, NJ
  • 11/2017 → 03/2022
    Columbia Container Services
    Elizebeth, NJ
  • 09/2017 → 06/2019
    Middlesex County College
    Edison, NJ
  • 09/2019 → 06/2021
    Monmouth University
    West Long Branch, NJ
  • 04/2022 → 09/2022
    Bright Data
    New York, NY
  • 10/2022 → 02/2023
    Unemployed
    Monroe, NJ
  • 03/2023 → Present
    Fidelity Investments
    Manalapan, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2023-07-21
  • S66 Uniform Combined State Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2023-07-21

View on SEC IAPD

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TD PRIVATE CLIENT WEALTH LLC
EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ADVISORY SOLUTIONS
J.P. MORGAN SECURITIES LLC

Other Investors

Thomas J Morelli
Walter Rocco Kukowski
Amul G Sant
Andrew Joseph Bernal
Shabana Y Mosiello
Stacy Hoffman
Stuart Jay Lesser
ANTHONY Joseph XERRI

Other Offices

SANTANDER SECURITIES LLC · Manalapan, NJ
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C. · ENGLISHTOWN, NJ
TD PRIVATE CLIENT WEALTH LLC · Englishtown, NJ
EAGLE STRATEGIES LLC · OLD BRIDGE, NJ
EDWARD JONES · MANALAPAN, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MORGANVILLE, NJ
INTEGRITY ADVISORY SOLUTIONS · Morganville, NJ
J.P. MORGAN SECURITIES LLC · MANALAPAN, NJ

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