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May 17, 2025
Jon Urbach Linked To Fidelity Client Dispute About Improper Referral

One or more investors apparently complained about securities broker Jon M. Urbach [CRD: 5308455, Chicago, Illinois], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Evidently, Urbach has been registered with Fidelity Brokerage Services LLC since January 1, 2008, and with Strategic Advisers LLC since March 31, 2025. Both entities are located in Chicago, […]

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