DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

JANE A VESOULIS

Advisor at STRATEGIC ADVISERS LLC

FRANKLIN, OH | BEAVERCREEK, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c79d097-e7c6-3348-e015-f2b0f22fbbe3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 15, 2013 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: Apr 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Apr 22, 2002
First registration: Feb 15, 2013
Dual registered: yes, broker-dealer
Other names: JANE ANNE LOFTUS|JANE L VESOULIS|JANE ANNE VESOULIS
IAPD individual key: 4496603

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	BEAVERCREEK, OH\|FRANKLIN, OH	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|LEBANON, OH\|BEAVERCREEK, OH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 14, 2015	Jul 13, 2018	no	COLUMBUS, OH	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 31, 2013	Sep 25, 2015	no	BATAVIA, OH\|CINCINNATI, OH\|MILFORD, OH\|MASON, OH	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Feb 15, 2013	Oct 25, 2013	no	WILMINGTON, OH\|MILFORD, OH	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
J.P. MORGAN SECURITIES LLC	STRATEGIC ADVISERS LLC	Sep 25, 2015	Oct 14, 2015	19	Firm change	Wirehouse to ibd
CETERA INVESTMENT SERVICES LLC	J.P. MORGAN SECURITIES LLC	Oct 25, 2013	Oct 31, 2013	6	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 14, 2015 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 31, 2013 to Sep 25, 2015factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Feb 15, 2013 to Oct 25, 2013factForm ADV

Dated events

No dated event names this entity yet.