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Jennifer Falk

Strategic Advisers LLC

Greenwood Village, CO

Highlands Ranch, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Highlands Ranch, CO • 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
Charles Schwab & Co., Inc. Lone Tree CO 01/2008 03/2021
Charles Schwab Bank Lone Tree CO 01/2008 03/2021
Fidelity Investments Greenwood Village CO 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 03/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 01/2008 → 03/2021
    Charles Schwab Bank
    Lone Tree, CO
  • 04/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2008-01-22 → 2021-03-25
    Charles Schwab & Co., Inc.
    Englewood, CO
    Phoenix, AZ
    Denver, CO
    Scottsdale, AZ
    Lone Tree, CO
    Phoenix, AZ
  • 2005-08-11 → 2008-01-04
    Waddell & Reed
    Colorado Springs, CO
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-10
S63 Uniform Securities Agent State Law Examination 1998-02-05
  • S66 Uniform Combined State Law Examination
    2005-08-10
  • S63 Uniform Securities Agent State Law Examination
    1998-02-05
Other Names
  • Jennifer Lynn Falk

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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