Jean M. Desjardins-raposa

STRATEGIC ADVISERS LLC

HAUPPAUGE, NY

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CRD#: 2715638

Professional summary

Jean Marie Desjardins-raposa, CFP®, who also goes by Jean M Desjardins, Jean Marie Desjardins, Jean Marie Desjardins-raposa, Jean Desjardins-raposa, Jeannie Raposa, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hauppauge, New York and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.

Jean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jean has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jean M Desjardins | Jean Marie Desjardins | Jean Marie Desjardins-Raposa | Jean Desjardins-Raposa | Jeannie Raposa

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Marie Desjardins-raposa's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HAUPPAUGE, NY

Current

August 28, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 245 Summer Street, Boston, MA 02210

CRD#: 7784

Boston, MA

Past

May 9, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PLAINVIEW, NY

Past

May 29, 2018 - August 15, 2019

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

May 29, 2007 - June 19, 2018

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 27, 2003 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

FOREST HILLS, NY

Past

November 30, 2001 - May 19, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 17, 2001 - December 5, 2001

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

December 10, 1997 - March 14, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

STRATEGIC ADVISERS LLC

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/7/2023)

Alaska
(3/7/2023)

Arizona
(3/7/2023)

Arkansas
(3/7/2023)

California
(3/7/2023)

Colorado
(3/7/2023)

Connecticut
(8/28/2019)

Delaware
(3/7/2023)

District of Columbia
(3/7/2023)

Florida
(3/7/2023)

Georgia
(3/7/2023)

Hawaii
(3/7/2023)

Idaho
(3/7/2023)

Illinois
(3/7/2023)

Indiana
(3/7/2023)

Iowa
(3/7/2023)

Kansas
(3/7/2023)

Kentucky
(3/7/2023)

Louisiana
(3/7/2023)

Maine
(3/7/2023)

Maryland
(3/7/2023)

Massachusetts
(3/7/2023)

Michigan
(3/7/2023)

Minnesota
(3/7/2023)

Mississippi
(3/7/2023)

Missouri
(3/7/2023)

Montana
(3/7/2023)

Nebraska
(3/7/2023)

Nevada
(3/7/2023)

New Hampshire
(3/7/2023)

New Jersey
(8/28/2019)

New Mexico
(3/7/2023)

New York
(8/28/2019)

IAR

New York
(3/31/2025)

North Carolina
(3/7/2023)

North Dakota
(3/7/2023)

Ohio
(3/8/2023)

Oklahoma
(3/7/2023)

Oregon
(3/7/2023)

Pennsylvania
(8/28/2019)

Puerto Rico
(3/7/2023)

Rhode Island
(3/7/2023)

South Carolina
(3/7/2023)

South Dakota
(3/7/2023)

Tennessee
(3/7/2023)

Texas
(8/28/2019)

IAR

Texas
(3/31/2025)

Utah
(3/7/2023)

Vermont
(3/7/2023)

Virginia
(3/7/2023)

Washington
(3/7/2023)

West Virginia
(3/7/2023)

Wisconsin
(3/7/2023)

Wyoming
(3/7/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/12/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 2/10/2020

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 9/24/2019

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 26

Date: 4/7/2004

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

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Firm Stability Insights

Jean M. Desjardins-raposa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Marie Desjardins-raposa's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RBC CAPITAL MARKETS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CITIGROUP GLOBAL MARKETS INC.

CITISTREET EQUITIES LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2000

Series 63

Date: 2/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 11/13/1997

Series 9

Date: 2/10/2020

Series 10

Date: 9/24/2019

Series 26

Date: 4/7/2004

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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