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Jonathan M. Bell

Strategic Advisers LLC

Raleigh, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Raleigh, NC • United States

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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 Memphis TN 02/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2006 → Present
    Fidelity Brokerage Services Llc
    Memphis, TN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Raleigh, NC
    Raleigh, NC
  • 2006-07-17 → 2018-07-13
    Strategic Advisers Llc
    Germantown, TN
    Johnson City, TN
    Memphis, TN
  • 2004-01-09 → 2006-02-13
    Stanford Group Company
    Memphis, TN
    Memphis, TN
  • 2003-06-19 → 2004-02-03
    Ubs Financial Services Inc.
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-22
  • S66 Uniform Combined State Law Examination
    2003-03-22
Other Names
  • Jonathan Bell
  • Jonathan Michael Bell

View on SEC IAPD

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