Jack Draney

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
WI	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WI RA
APPROVED

Since 2025-03-31

Branch Locations

Madison, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Td Waterhouse Investor Services, Inc.	Bellevue	NE	04/2006	04/2021
Fidelity Investments	Middleton	WI	03/2023	Present
Unemployed	Omaha	NE	04/2021	03/2023
Fidelity Investments	Boston	MA	03/2025	Present

04/2006 → 04/2021

Td Waterhouse Investor Services, Inc.

Bellevue, NE
03/2023 → Present

Fidelity Investments

Middleton, WI
04/2021 → 03/2023

Unemployed

Omaha, NE
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-07-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Middleton, WI
2007-08-17 → 2021-04-20

Td Ameritrade, Inc.

Omaha, NE

Omaha, NE

Omaha, NE
2007-08-17 → 2021-04-20

Td Ameritrade Investment Management, Llc

Bellevue, NE

Omaha, NE

Omaha, NE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-14
S63	Uniform Securities Agent State Law Examination	2003-05-14

S66 Uniform Combined State Law Examination

2023-06-14
S63 Uniform Securities Agent State Law Examination

2003-05-14

Other Names

Ed Draney
Jack Ed Draney

View on SEC IAPD

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