Jacob Depillo

CRD 6936974 · Fidelity Brokerage Services LLC · Farmington, MI

IA RegisteredBroker

Also appears in the source record as: Jacob Paul Depillo; Jacob P Depillo; Jacob Depillo

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66Series 7TOSIE
Registered states (8): Arizona · Florida · Illinois · Massachusetts · Michigan · Nevada · Ohio · Virginia
Years in the industry (source record): 7
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 (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Farmington, MI · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Pleasant Ridge, MI · BD capacity

Aug 1, 2023 → present
Fidelity Brokerage Services LLCCurrent
Farmington, MI · BC capacity

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

Aug 14, 2023 → Mar 31, 2025
Morgan Stanley
BD capacity

Mar 23, 2023 → Aug 1, 2023
E*trade Securities LLC
BD capacity

May 26, 2021 → Aug 1, 2023
E*trade Capital Management, LLC
IA capacity

May 26, 2021 → Aug 1, 2023
Mml Investors Services, LLC
IA capacity

May 14, 2020 → Apr 27, 2021
Mml Investors Services, LLC
BD capacity

May 6, 2020 → Apr 27, 2021
Axa Advisors, LLC
IA capacity

Jan 9, 2020 → Apr 14, 2020
Axa Advisors, LLC
BD capacity

Dec 2, 2019 → Apr 14, 2020

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6936974 ↗ FINRA BrokerCheck record for CRD 6936974 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.