Janet M. O'connell
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
POPLAR GROVE, IL
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CRD#: 1917343
Professional summary
Janet M O'connell, who also goes by Janet M Long, Janet Long, Jenni Long, Janet Marie O'connell, Janet Marie Oconnell, Janet M Oconnell, Janet Oconnell, Jenni Oconnell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Poplar Grove, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Janet has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
As a Benefits & Planning Consultant, my goal is to collaborate with clients, helping them as they work towards their personal and financial goals. My priority is building authentic, lasting relationships with clients and their family members as we navigate their financial planning together.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janet M Long | Janet Long | Jenni Long | Janet Marie O'connell | Janet Marie Oconnell | Janet M Oconnell | Janet Oconnell | Jenni Oconnell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-116938|OrgNmn:Elevate Tees|Org Addr:Poplar Gro,Illinois,US|OBA Nature:Online tee shirt sales|Invst Rel:N|Title:No title|Duties:No specific duties, however, I will answer questios and help my son with organizing the business. |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-102053|OrgNmn:Jenni O'Connell Coach + Consultant|Org Addr:Poplar Gro,Illinois,US|OBA Nature:Entrepreneurship coach and con|Invst Rel:N|Title:Sole Proprietor|Duties:Meeting with clients|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-65007|OrgNmn:Wealth Seekers Group LLC|Org Addr:101 Consti,Illinois,US|OBA Nature:LLC to hold vacant lots for fu|Invst Rel:Y|Title:Sole Proprietor|Duties:Some planning and design activities once construction begins. My husband will be doing most of the work. I will perform some support activitie|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-65014|OrgNmn:Cottage and Coast Builder |Org Addr:Poplar Gro,Illinois,US|OBA Nature:Small general contractor/const|Invst Rel:Y|Title:Sole Proprietor|Duties:I will have some administrative support responsibilities. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Janet M O'connell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Northern Illinois University College of Law
J.D. - Law
Northern Illinois University
Master of Science (MS) - Human Behavior and Development
2005
DePaul University
Bachelor of Arts (BA) - Corporate Communications
1993
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
POPLAR GROVE, IL
Current
July 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 245 Summer Street, Boston, MA 02210BD
CRD#: 7784
Boston, MA
Past
July 23, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
April 5, 2018 - October 24, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROCKFORD, IL
Past
February 14, 2018 - October 24, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROCKFORD, IL
Past
March 13, 1996 - June 10, 1996
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(3/31/2025)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Poplar Grove, ILTRUST BUT VERIFY
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