Jane A Vesoulis

CRD 4496603 · Fidelity Brokerage Services LLC · Beavercreek, OH

IA RegisteredBroker

Also appears in the source record as: Jane Anne Loftus; Jane Anne Vesoulis; Jane L Vesoulis

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (23): Alabama · California · Colorado · Florida · Georgia · Illinois · Indiana · Maine · Massachusetts · Michigan · Minnesota · New Hampshire · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Beavercreek, OH · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Franklin, OH · BD capacity

Sep 22, 2015 → present
Fidelity Brokerage Services LLCCurrent
Beavercreek, OH · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Oct 14, 2015 → Jul 13, 2018
J.P. Morgan Securities LLC
BD capacity

Oct 31, 2013 → Sep 25, 2015
J.P. Morgan Securities LLC
IA capacity

Oct 31, 2013 → Sep 25, 2015
Cetera Investment Services LLC
IA capacity

Feb 15, 2013 → Oct 25, 2013
Cetera Investment Services LLC
BD capacity

Apr 23, 2012 → Oct 25, 2013
Fifth Third Securities, Inc.
BD capacity

Mar 12, 2002 → Aug 31, 2011

Source & corrections

Where this page comes from

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