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Irene Fong

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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

Branch Locations

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

Jacksonville, 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
Fidelity Investments Jacksonville FL 06/2023 Present
Adventhealth Orlando FL 06/2022 06/2023
University Of Florida Gainesville FL 08/2018 04/2022
William R. Boone High School Orlando FL 08/2014 05/2018
Uf Health Shands Hospital Gainesville FL 08/2021 04/2022
Brave Health Orlando FL 05/2021 08/2021
Brave Health Orlando FL 05/2020 12/2020
Aramark Gainesville FL 04/2019 12/2019
Universal Studios Orlando Orlando FL 06/2018 08/2018
Florida Prosperity Partnerships Sanford FL 06/2017 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2022 → 06/2023
    Adventhealth
    Orlando, FL
  • 08/2018 → 04/2022
    University Of Florida
    Gainesville, FL
  • 08/2014 → 05/2018
    William R. Boone High School
    Orlando, FL
  • 08/2021 → 04/2022
    Uf Health Shands Hospital
    Gainesville, FL
  • 05/2021 → 08/2021
    Brave Health
    Orlando, FL
  • 05/2020 → 12/2020
    Brave Health
    Orlando, FL
  • 04/2019 → 12/2019
    Aramark
    Gainesville, FL
  • 06/2018 → 08/2018
    Universal Studios Orlando
    Orlando, FL
  • 06/2017 → 07/2017
    Florida Prosperity Partnerships
    Sanford, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2023-10-17
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2023-10-17

View on SEC IAPD

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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
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