Jessica L. Procaccini
STRATEGIC ADVISERS LLC | VP, Branch Leader
ALEXANDRIA, VA
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CRD#: 5465653
Professional summary
Jessica L. Procaccini, CFP®, who also goes by Jessica L Procaccini, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alexandria, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Alexandria, Virginia.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jessica has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Branch Office Manager I lead, motivate and empower our associates to provide the best client experience to help our clients work towards their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica L Procaccini
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.
OBA-102068|OrgNmn:Homefull HFJ LLC|Org Addr:Dayton,Ohio,US|OBA Nature:provides housing location and |Invst Rel:N|Title:Founding Board Member|Duties:Founding Board Member, meet annually to review audit, document meetings, provide advisory capacity in review of balance sheets|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-123558|OrgNmn:Mount Vernon Country Club|Org Addr:Alexandria,Virginia,US|OBA Nature:Golf club|Invst Rel:N|Title:Treasurer|Duties:Checkwriting for dues, fees. Name on bank account for Women's Weekend Golf Association for Mount Vernon|StrtDt:09-24-25|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jessica L. Procaccini'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®
Education
American University
Bachelor of Science (BS) - Major: Health Promotion; Minor: Psychology
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457RIA
CRD#: 104555
ALEXANDRIA, VA
Current
January 25, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1725 Duke Street - Suite Gr05, Alexandria, VA 22314BD
CRD#: 7784
ALEXANDRIA, VA
Past
January 7, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALEXANDRIA, VA
Past
July 13, 2018 - December 17, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALEXANDRIA, VA
Past
February 12, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WASHINGTON, DC
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
District of Columbia(9/9/2016)
RR
Maryland(10/5/2020)
RR
Massachusetts(11/26/2019)
RR
Ohio(9/27/2023)
RR
Pennsylvania(12/4/2020)
RR
Texas(11/26/2019)
IAR
Texas(3/31/2025)
RR
Utah(11/26/2019)
RR
Virginia(9/9/2016)
IAR
Virginia(3/31/2025)
RR
West Virginia(10/5/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
