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Brendon Jalbert

Strategic Advisers LLC

Merrimack, NH

Merrimack, NH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-05-14
TX RA APPROVED 2026-05-14
  • NH RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Merrimack, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 08/2016 02/2023
Lyphos Family Health Nashua NH 02/2023 10/2024
Casa Of New Hampshire Manchester NH 10/2024 01/2026
Fidelity Investments Merrimack NH 02/2026 Present
  • 08/2016 → 02/2023
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 02/2023 → 10/2024
    Lyphos Family Health
    Nashua, NH
  • 10/2024 → 01/2026
    Casa Of New Hampshire
    Manchester, NH
  • 02/2026 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-08
S63 Uniform Securities Agent State Law Examination 2001-11-27
  • S66 Uniform Combined State Law Examination
    2026-05-08
  • S63 Uniform Securities Agent State Law Examination
    2001-11-27
Other Names
  • Brendon Lee Jalbert
  • Brendon Lee Jalbert
  • Brendon Lee Jalbert
  • Brendon Jalbert

View on SEC IAPD

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ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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