Jean L. Burke
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jean Louise Burke, who also goes by Jean Louise Chapman, Jean Louise Halderman, Jean Louise Lachapelle, Jean Louise Wohl, was a registered financial professional .
Jean is a previously registered financial professional and started their career in finance in 1986. Jean had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 26, 2003 - January 13, 2015
STRATEGIC ADVISERS LLC
May 6, 2003 - January 8, 2015
FIDELITY BROKERAGE SERVICES LLC
July 22, 1999 - October 24, 2002
FIDELITY BROKERAGE SERVICES LLC
August 11, 1997 - January 5, 1999
IDS LIFE INSURANCE COMPANY
August 11, 1997 - January 5, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
January 1, 1995 - August 18, 1997
FIDELITY BROKERAGE SERVICES LLC
November 24, 1987 - November 17, 1994
DETWILER FENTON WEALTH MANAGEMENT INC
May 21, 1986 - November 23, 1987
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 10/2/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
