Jorge O. Villalobos
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RANDOLPH, NJ
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CRD#: 4652134
Professional summary
Jorge Octavio Villalobos, CFP®, who also goes by Jorge Octavio VIllalobos, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Randolph, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jorge has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
I work with a select group of Fidelity clients to help them maintain their financial focus in an effort to assist them in working towards the financial goals that are most important to them and their families, both now and in the future. I work closely with you to explore the full range of opportunities your wealth can bring, and advise you on strategies for harnessing its potential throughout your life.
Question & Answer
What are your service offerings?
Insurance Planning
Business Succession Planning
Comprehensive Financial Planni...
Estate Planning
Education Planning
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jorge Octavio Villalobos
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 Jorge Octavio Villalobos'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: 2012
Education
Fairleigh Dickinson University
Master of Business Administration (MBA) - Finance
2011
Drew University
Bachelor of Arts (BA) - Behavioral Sciences
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 13a W 61st St, New York, NY 10023-0000RIA
CRD#: 104555
RANDOLPH, NJ
Current
May 2, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 13a West 61st St., New York, NY 10023BD
CRD#: 7784
New York, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
August 29, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
August 4, 2011 - March 15, 2016
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SHORT HILLS, NJ
Past
August 4, 2011 - March 15, 2016
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SHORT HILLS, NJ
Past
December 14, 2007 - May 6, 2010
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
NEWARK, NJ
Past
December 14, 2007 - July 12, 2011
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
November 20, 2006 - November 26, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ROCKAWAY, NJ
Past
November 20, 2006 - November 26, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ROCKAWAY, NJ
Past
July 9, 2003 - June 20, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PARSIPPANY, NJ
Past
June 6, 2003 - June 20, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 6, 2003 - June 20, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PARSIPPANY, NJ
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
Arizona(3/4/2022)
RR
Arkansas(9/11/2024)
RR
California(1/6/2017)
RR
Colorado(9/26/2019)
RR
Connecticut(5/2/2016)
RR
Delaware(8/29/2017)
RR
District of Columbia(1/6/2017)
RR
Florida(5/2/2016)
RR
Georgia(9/26/2019)
RR
Hawaii(12/5/2023)
RR
Kentucky(5/1/2024)
RR
Louisiana(2/14/2018)
RR
Maryland(1/6/2017)
RR
Massachusetts(1/5/2018)
RR
Michigan(7/11/2016)
RR
New Hampshire(10/31/2024)
RR
New Jersey(5/2/2016)
IAR
New Jersey(3/31/2025)
RR
New Mexico(1/6/2017)
RR
New York(5/2/2016)
IAR
New York(3/31/2025)
RR
North Carolina(1/9/2017)
RR
Ohio(12/16/2016)
RR
Oklahoma(3/25/2023)
RR
Oregon(3/2/2024)
RR
Pennsylvania(5/2/2016)
RR
South Carolina(12/14/2021)
RR
Texas(8/19/2016)
IAR
Texas(3/31/2025)
RR
Virginia(9/26/2019)
RR
Washington(1/6/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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
Vice President, Financial ConsultantCRD#: 104555Randolph, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
