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Jack Matuszewski

Strategic Advisers LLC

Sarasota, FL

Sarasota, 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 2025-09-17
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Sarasota, 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 Merrimack NH 07/2023 Present
Lakeland Valet Lakeland FL 11/2022 05/2023
Whole Foods Melrose MA 07/2022 08/2022
The Savings Bank Wakefield MA 11/2018 06/2019
Balch Lake Marina East Wakefield NH 06/2019 08/2019
Balch Lake Marina East Wakefield NH 06/2020 08/2020
Balch Lake Marina East Wakefield NH 05/2021 08/2021
Florida Southern College Lakeland FL 08/2019 06/2023
Wakefield Memorial High School Wakefield MA 09/2015 05/2019
Balch Marina East Wakefield NH 05/2018 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2022 → 05/2023
    Lakeland Valet
    Lakeland, FL
  • 07/2022 → 08/2022
    Whole Foods
    Melrose, MA
  • 11/2018 → 06/2019
    The Savings Bank
    Wakefield, MA
  • 06/2019 → 08/2019
    Balch Lake Marina
    East Wakefield, NH
  • 06/2020 → 08/2020
    Balch Lake Marina
    East Wakefield, NH
  • 05/2021 → 08/2021
    Balch Lake Marina
    East Wakefield, NH
  • 08/2019 → 06/2023
    Florida Southern College
    Lakeland, FL
  • 09/2015 → 05/2019
    Wakefield Memorial High School
    Wakefield, MA
  • 05/2018 → 08/2021
    Balch Marina
    East Wakefield, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2023-10-13
  • S66 Uniform Combined State Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2023-10-13
Other Names
  • Jack Mitchell Matuszewski

View on SEC IAPD

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JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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