Best Investors Account Sign in

Jack Wallace

Strategic Advisers LLC

Chicago, IL

Orland Park, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-04
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-04
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • 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
Pruco Securities Llc Downers Grove IL 05/2024 09/2024
Saybrook Bath And Racquet Club Naperville IL 05/2017 04/2021
Bcu Vernon Hills IL 05/2022 08/2023
Eddie Merlots Warrenville IL 06/2021 08/2021
Fedex Carol Stream IL 05/2021 05/2021
Fidelity Investments Orland Park IL 10/2024 Present
Naperville North High School Naperville IL 05/2016 05/2020
The University Of Alabama Tuscaloosa AL 05/2020 05/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2024 → 09/2024
    Pruco Securities Llc
    Downers Grove, IL
  • 05/2017 → 04/2021
    Saybrook Bath And Racquet Club
    Naperville, IL
  • 05/2022 → 08/2023
    Bcu
    Vernon Hills, IL
  • 06/2021 → 08/2021
    Eddie Merlots
    Warrenville, IL
  • 05/2021 → 05/2021
    Fedex
    Carol Stream, IL
  • 10/2024 → Present
    Fidelity Investments
    Orland Park, IL
  • 05/2016 → 05/2020
    Naperville North High School
    Naperville, IL
  • 05/2020 → 05/2024
    The University Of Alabama
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orland Park, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-12
  • S66 Uniform Combined State Law Examination
    2024-09-12

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor