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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)23 years in industry

JORGE VILLALOBOS

Advisor at STRATEGIC ADVISERS LLC

NEW YORK, NY | RANDOLPH, NJ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Jul 8, 2003
First registration: Jul 9, 2003
Dual registered: yes, broker-dealer
Other names: JORGE OCTAVIO VILLALOBOS
IAPD individual key: 4652134

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	NEW YORK, NY\|RANDOLPH, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|NEW YORK, NY\|RANDOLPH, NJ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 29, 2016	Jul 13, 2018	no	NEW YORK, NY	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Aug 4, 2011	Mar 15, 2016	no	NEW YORK, NY\|HIGHLAND FALLS, NY\|NEW YORK, NY\|SHORT HILLS, NJ	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 14, 2007	May 6, 2010	no	NEWARK, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 20, 2006	Nov 26, 2007	no	DOVER, NJ\|SUMMIT, NJ\|ROCKAWAY, NJ	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 9, 2003	Jun 20, 2006	no	PARSIPPANY, NJ\|FLORHAM PARK, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
USAA FINANCIAL PLANNING SERVICES	STRATEGIC ADVISERS LLC	Mar 15, 2016	Aug 29, 2016	167	Firm change	Other
PRUCO SECURITIES, LLC	USAA FINANCIAL PLANNING SERVICES	May 6, 2010	Aug 4, 2011	455	Firm change after gap	Other
WELLS FARGO ADVISORS	PRUCO SECURITIES, LLC	Nov 26, 2007	Dec 14, 2007	18	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WELLS FARGO ADVISORS	Jun 20, 2006	Nov 20, 2006	153	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 29, 2016 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 4, 2011 to Mar 15, 2016factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 14, 2007 to May 6, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 20, 2006 to Nov 26, 2007factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 9, 2003 to Jun 20, 2006factForm ADV

Dated events

No dated event names this entity yet.