Jonathan Papac

CRD 5562841 · Strategic Advisers LLC · Canton, GA

IA RegisteredBroker

Also appears in the source record as: Jonathan Nicholas Papac; Jonathan Papac

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 (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 18
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: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Canton, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Canton, GA · BD capacity

Aug 8, 2023 → present
Fidelity Personal And Workplace Advisors
IA capacity

Aug 14, 2023 → Mar 31, 2025
J.P. Morgan Securities LLC
BD capacity

Sep 9, 2021 → Jul 22, 2023
J.P. Morgan Securities LLC
IA capacity

Sep 9, 2021 → Jul 22, 2023
Wells Fargo Clearing Services, LLC
IA capacity

Jun 18, 2020 → Aug 26, 2021
Wells Fargo Clearing Services, LLC
BD capacity

Jun 16, 2020 → Aug 26, 2021
Voya Investments Distributor, LLC
BD capacity

Mar 19, 2019 → Jun 2, 2020
Voya Investment Management Co. LLC
IA capacity

Mar 19, 2019 → Jun 2, 2020
Fifth Third Securities, Inc.
IA capacity

May 11, 2018 → Mar 15, 2019
Fifth Third Securities, Inc.
BD capacity

May 10, 2018 → Mar 15, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Sep 5, 2012 → May 10, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Aug 30, 2012 → May 10, 2018
Waddell & Reed, Inc.
BD capacity

May 28, 2010 → Sep 24, 2010
Waddell & Reed, Inc.
IA capacity

May 28, 2010 → Sep 24, 2010
Axa Advisors, LLC
IA capacity

Sep 8, 2008 → Jan 28, 2010
Axa Advisors, LLC
BD capacity

Aug 20, 2008 → Jan 28, 2010

Source & corrections

Where this page comes from

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