Jay M Close

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
WI	RA	APPROVED	2025-03-31

WI RA
APPROVED

Since 2025-03-31

Branch Locations

Madison, WI • 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

Organization	City	State	From	To
Cuna Mutual Group	Waverly	IA	06/2011	04/2022
Cuna Brokerage Services, Inc	Waverly	IA	06/2011	04/2022
Fidelity Investments	Covington	KY	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2011 → 04/2022

Cuna Mutual Group

Waverly, IA
06/2011 → 04/2022

Cuna Brokerage Services, Inc

Waverly, IA
04/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-05-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Madison, WI
2012-08-22 → 2022-05-04

Cuna Brokerage Services, Inc.

Madison, WI

Madison, WI

Other Businesses

OBA-68235|OrgNmn:Rideshare (Lyft, UBER, Roadie Driver, DoorDash)|Org Addr:Madison,Wisconsin,US|OBA Nature:I perform rideshare and delive|Invst Rel:N|Title:Independent Contractor|Duties:Just ride sharing and food delivery|StrtDt:01-01-19|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-21
S63	Uniform Securities Agent State Law Examination	2005-02-19

S66 Uniform Combined State Law Examination

2012-08-21
S63 Uniform Securities Agent State Law Examination

2005-02-19

Other Names

Jay Matthew Close

View on SEC IAPD

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