Geoffrey J. Januleski
Professional summary
Geoffrey J Januleski, who also goes by Geoffrey Joseph Januleski, Geoffrey J Januleski, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Los Angeles, California and FIDELITY BROKERAGE SERVICES LLC located in Los Angeles, California.
Geoffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Geoffrey has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey J Januleski's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Dayton
Bachelors of Science - Business Administration
1987
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2000 Avenue Of The Stars, Los Angeles, CA 90067June 24, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2000 Ave Of The Stars N. Tower, Los Angeles, CA 90067July 1, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 1, 2021 - May 31, 2022
HARRISDIRECT LLC
June 1, 2021 - May 31, 2022
E*TRADE SECURITIES LLC
October 16, 2019 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
October 16, 2019 - January 11, 2021
TD AMERITRADE, INC.
October 15, 2019 - January 11, 2021
TD AMERITRADE, INC.
October 10, 2016 - October 8, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 17, 2015 - October 8, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 10, 2014 - August 20, 2014
STATE FARM VP MANAGEMENT CORP.
July 30, 2012 - July 26, 2013
NEXBANK SECURITIES INC
May 17, 2005 - December 5, 2011
METLIFE INVESTORS DISTRIBUTION COMPANY
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
(6/24/2022)
(3/31/2025)
(2/23/2024)
(1/30/2024)
(1/30/2024)
(11/28/2024)
(6/27/2025)
(3/2/2024)
(4/10/2023)
(6/4/2024)
(6/24/2022)
(6/17/2025)
(1/8/2025)
(4/14/2023)
(6/24/2022)
(3/31/2025)
(1/3/2025)
(3/22/2024)
Exams
FINRA
New York Stock Exchange
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.
