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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

FRANCISCO ESTEBAN ARCOS JARAMILLO

Advisor at STRATEGIC ADVISERS LLC

LOUISVILLE, KY

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Search this name across graphsid dfx:ria:dfffb637-0fa4-65ea-4575-67c0c09875f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2018 to Sep 14, 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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 28, 2017
First registration: Jan 4, 2018
Dual registered: yes, broker-dealer
Other names: Francisco Esteban Arcos Jaramillo|Francisco Esteban Arcos Jaramillo|Francisco Arcos Jaramillo
IAPD individual key: 6862961

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	LOUISVILLE, KY\|LOUISVILLE, KY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 25, 2022	Mar 31, 2025	no	LOUISVILLE, KY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 14, 2020	Jul 18, 2022	no	LOUISVILLE, KY	Previous registration
EDWARD JONES	National bd RIA	Jan 4, 2018	Oct 14, 2020	no	Maryland Heights, MO\|Louisville, KY\|Saint Charles, MO\|ST LOUIS, MO	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
UBS FINANCIAL SERVICES INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 18, 2022	Jul 25, 2022	7	Firm change	Wirehouse to ibd
EDWARD JONES	UBS FINANCIAL SERVICES INC.	Oct 14, 2020	Oct 14, 2020	0	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 25, 2022 to Mar 31, 2025factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 14, 2020 to Jul 18, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 4, 2018 to Oct 14, 2020factForm ADV

Dated events

Occurred
Jul 18, 2022
Advisor changed firm
Francisco Esteban Arcos Jaramillo left Ubs Financial Services Inc. for Fidelity Personal And Workplace Advisors (registered 2022-07-25)
Form ADVobserved 4 days ago