Jeffrey J Bloeser

CRD 5471842 · Fidelity Brokerage Services LLC · Chesterfield, MO

IA RegisteredBroker

Also appears in the source record as: Jeffrey John Bloeser; Jeffrey Bloeser

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (29): Alabama · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Jersey · New York · North Carolina · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5471842 contains one or more disclosure events as of Aug 20, 2026.

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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 (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
Chesterfield, MO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Ballwin, MO · BD capacity

Jan 23, 2013 → present
Fidelity Brokerage Services LLCCurrent
Chesterfield, MO · BC capacity

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

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

May 23, 2013 → Jul 13, 2018
Edward Jones
IA capacity

Mar 19, 2008 → Jan 2, 2013
Edward Jones
BD capacity

Feb 25, 2008 → Jan 2, 2013

Source & corrections

Where this page comes from

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