Jeffery Koskinen
STRATEGIC ADVISERS | Financial Consultant
NORTH AURORA, IL
Some features on this profile are disabled
CRD#: 4348419
Professional summary
Jeffery Koskinen, CFP®, who also goes by Jeffery Scott Koskinen, Jeffery Koskinen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Aurora, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Naperville, Illinois.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeffery has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I became interested in personal finance while working as a manager in the grocery industry back in the late 90's, investing on a personal level for my young family. After recognizing how impactful financial planning could be, I changed the direction of my career and began a new journey in finance. Today, I bring that same level of passion and care to the individuals and families that I have the pleasure of working with, helping them to clarify and strive for their unique goals and aspirations.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Education Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Jeffery Scott Koskinen | Jeffery Koskinen
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Koskinen'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®
CFP®
Start date: 2019
Education
Northern Illinois University
Bachelor of Arts (BA) - Communications
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 47 E Chicago Ave Suite 124, Naperville, IL 60540RIA
CRD#: 104555
NORTH AURORA, IL
Current
January 13, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 47 E Chicago Ave Suite 124, Naperville, IL 60540BD
CRD#: 7784
NAPERVILLE, IL
Past
February 9, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GENEVA, IL
Past
May 29, 2019 - December 22, 2020
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
ROLLING MEADOWS, IL
Past
May 29, 2019 - December 22, 2020
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
ROLLING MEADOWS, IL
Past
May 15, 2017 - February 1, 2019
WBI INVESTMENTS, LLC
RIA
CRD#: 106336
North Aurora, IL
Past
April 21, 2017 - February 11, 2019
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
Past
June 25, 2012 - October 27, 2016
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
BOSTON, MA
Past
December 8, 2006 - May 2, 2012
MFS FUND DISTRIBUTORS, INC.
BD
CRD#: 31052
BOSTON, MA
Past
October 24, 2001 - November 28, 2006
INVESCO CAPITAL MARKETS, INC.
BD
CRD#: 6939
HOUSTON, TX
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.RR
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
RR
Alabama(9/9/2021)
RR
Arizona(9/9/2021)
RR
Arkansas(9/9/2021)
RR
California(9/9/2021)
RR
Colorado(9/9/2021)
RR
Connecticut(1/13/2026)
RR
Delaware(9/9/2021)
RR
Florida(9/9/2021)
RR
Georgia(9/9/2021)
RR
Illinois(1/13/2021)
IAR
Illinois(3/31/2025)
RR
Indiana(9/9/2021)
RR
Iowa(9/9/2021)
RR
Kansas(9/9/2021)
RR
Kentucky(9/9/2021)
RR
Louisiana(9/9/2021)
RR
Maine(9/9/2021)
RR
Maryland(10/28/2024)
RR
Massachusetts(9/9/2021)
RR
Michigan(9/9/2021)
RR
Minnesota(9/9/2021)
RR
Missouri(9/9/2021)
RR
Nebraska(9/9/2021)
RR
Nevada(9/9/2021)
RR
New Hampshire(9/9/2021)
RR
North Carolina(9/9/2021)
RR
North Dakota(9/9/2021)
RR
Ohio(9/10/2021)
RR
Oklahoma(9/9/2021)
RR
Pennsylvania(9/9/2021)
RR
South Carolina(9/9/2021)
RR
South Dakota(9/9/2021)
RR
Tennessee(9/9/2021)
RR
Texas(9/9/2021)
IAR
Texas(3/31/2025)
RR
Wisconsin(9/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555North Aurora, ILTRUST BUT VERIFY
Monitor Jeffery Koskinen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
