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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gig Harbor, WA • 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
Gwfs Equities Gig Harbor WA 05/2015 06/2022
Fidelity Investments Covington KY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 06/2022
    Gwfs Equities
    Gig Harbor, WA
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-04
  • S66 Uniform Combined State Law Examination
    2010-10-04
Designations
Other Names
  • Gregory Lance Jimenez
  • Greg Lance Jimenez

View on SEC IAPD

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