Jonathan J. Genovese
Professional summary
Jonathan J Genovese, who also goes by Jonathan Joseph Genovese, Jonathan Genovese, Jonathan J Genovese, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boynton Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Palm Beach Gardens, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jonathan has worked at 14 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan J Genovese's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Hartford
Bachelor of Business Administration - Economics & Finance
2005
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709October 25, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3501 Pga Boulevard, Suite 100 Grand Bank Center, Palm Beach Gardens, FL 33410November 24, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 8, 2021 - October 6, 2021
BROOKSTONE CAPITAL MANAGEMENT LLC
October 23, 2018 - January 11, 2021
TD AMERITRADE, INC.
September 21, 2018 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
June 26, 2018 - January 11, 2021
TD AMERITRADE, INC.
January 19, 2018 - February 14, 2018
NATIONAL SECURITIES CORPORATION
September 11, 2017 - November 20, 2017
VALIC FINANCIAL ADVISORS, INC.
May 8, 2015 - August 24, 2017
GMS GROUP
June 16, 2014 - August 26, 2014
MORGAN STANLEY
January 25, 2010 - May 28, 2014
INSPEREX LLC
September 4, 2009 - February 4, 2010
KILEY INVESTMENT MANAGEMENT, INC.
May 15, 2009 - February 4, 2010
KILEY PARTNERS, INC.
February 20, 2008 - April 1, 2008
BOFA DISTRIBUTORS, INC.
February 16, 2007 - February 21, 2008
GMS GROUP
December 21, 2006 - January 23, 2007
NATIONAL SECURITIES CORPORATION
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
(1/4/2025)
(3/8/2022)
(5/6/2022)
(3/2/2024)
(7/19/2024)
(10/25/2021)
(3/31/2025)
(9/9/2022)
(3/4/2022)
(11/3/2022)
(11/29/2022)
(7/19/2024)
(8/14/2023)
(10/25/2021)
(3/2/2024)
(5/6/2022)
(3/22/2024)
(10/25/2021)
(10/25/2021)
(7/1/2022)
(12/1/2022)
(4/17/2024)
(1/12/2026)
(5/3/2024)
(1/4/2025)
(7/1/2022)
(3/31/2025)
(7/21/2022)
(7/8/2022)
(1/4/2025)
(7/20/2022)
(6/5/2023)
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Boynton Beach, FLTRUST BUT VERIFY
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