• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JONATHAN A BIPPERT
CRD#: 5522461
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1823 FREEDOM DRIVE
NAPERVILLE, IL 60563
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1823 FREEDOM DRIVE
NAPERVILLE, IL 60563
Registration History
2008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - Present (16 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2008 - 2016 (7 years)
License(s)

State Registrations

B
Illinois 1/5/2011

B
Texas 1/5/2011

IA
Illinois 7/13/2018

IA
Texas 7/30/2019

B
Massachusetts 1/6/2014

B
Utah 8/5/2010

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
1823 FREEDOM DRIVE, NAPERVILLE, IL 60563
WHEATON, IL
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1823 FREEDOM DRIVE, NAPERVILLE, IL 60563
WHEATON, IL
Registered with this firm since 7/24/2008

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/29/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) NAPERVILLE, IL
IA
12/22/2008 - 08/26/2016 STRATEGIC ADVISERS, INC. (CRD#:104555) NAPERVILLE, IL
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.