Jonathan N. Papac
Professional summary
Jonathan Nicholas Papac, who also goes by Jonathan Nicholas Papac, Jonathan Papac, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Canton, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jonathan has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Nicholas Papac's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
August 8, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917August 14, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 9, 2021 - July 22, 2023
J.P. MORGAN SECURITIES LLC
September 9, 2021 - July 22, 2023
J.P. MORGAN SECURITIES LLC
June 18, 2020 - August 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
June 16, 2020 - August 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
March 19, 2019 - June 2, 2020
VOYA INVESTMENT MANAGEMENT CO. LLC
March 19, 2019 - June 2, 2020
VOYA INVESTMENTS DISTRIBUTOR, LLC
May 11, 2018 - March 15, 2019
FIFTH THIRD SECURITIES, INC.
May 10, 2018 - March 15, 2019
FIFTH THIRD SECURITIES, INC.
September 5, 2012 - May 10, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 30, 2012 - May 10, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 28, 2010 - September 24, 2010
WADDELL & REED
May 28, 2010 - September 24, 2010
WADDELL & REED
September 8, 2008 - January 28, 2010
EQUITABLE ADVISORS, LLC
August 20, 2008 - January 28, 2010
EQUITABLE ADVISORS, LLC
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
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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.
