Jesse Wayne Puckett

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
GA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-01-13
GA RA
APPROVED

Since 2025-03-31

Branch Locations

Atlanta, GA • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Bank Of New York Mellon	Atlanta	GA	09/2013	04/2019
Unemployed	Atlanta	GA	05/2019	09/2019
Fidelity Brokerage Services Llc	Atlanta	GA	10/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2013 → 04/2019

The Bank Of New York Mellon

Atlanta, GA
05/2019 → 09/2019

Unemployed

Atlanta, GA
10/2019 → Present

Fidelity Brokerage Services Llc

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-12-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dunwoody, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-27
S63	Uniform Securities Agent State Law Examination	2004-09-10

S66 Uniform Combined State Law Examination

2019-11-27
S63 Uniform Securities Agent State Law Examination

2004-09-10

Other Names

Jesse Wayne Puckett
Jesse Puckett

View on SEC IAPD