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Jeffrey Limeta

Strategic Advisers LLC

Novato, CA

Larkspur, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-13
CA RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2025-09-04

Branch Locations

Novato, CA • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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
Hard Water San Francisco CA 05/2018 08/2019
J.P. Morgan Securities Llc Corte Madera CA 04/2023 05/2025
21St Amendment Brewery San Francisco CA 05/2017 08/2018
Jpmorgan Chase Bank, N.A. Corte Madera CA 04/2023 05/2025
Jpmorgan Chase Bank, N.A. San Rafael CA 07/2023 05/2025
Unemployed Novato CA 06/2022 04/2023
Fidelity Investments Larkspur CA 05/2025 Present
Unemployed San Francisco CA 09/2016 04/2017
Cover Financial Novato CA 02/2019 06/2022
  • 05/2018 → 08/2019
    Hard Water
    San Francisco, CA
  • 04/2023 → 05/2025
    J.P. Morgan Securities Llc
    Corte Madera, CA
  • 05/2017 → 08/2018
    21St Amendment Brewery
    San Francisco, CA
  • 04/2023 → 05/2025
    Jpmorgan Chase Bank, N.A.
    Corte Madera, CA
  • 07/2023 → 05/2025
    Jpmorgan Chase Bank, N.A.
    San Rafael, CA
  • 06/2022 → 04/2023
    Unemployed
    Novato, CA
  • 05/2025 → Present
    Fidelity Investments
    Larkspur, CA
  • 09/2016 → 04/2017
    Unemployed
    San Francisco, CA
  • 02/2019 → 06/2022
    Cover Financial
    Novato, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-26
S63 Uniform Securities Agent State Law Examination 2023-06-15
  • S66 Uniform Combined State Law Examination
    2025-08-26
  • S63 Uniform Securities Agent State Law Examination
    2023-06-15
Other Names
  • Jeffrey R Limeta
  • Jeff Limeta

View on SEC IAPD

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