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Adam R. Jensen

Strategic Advisers LLC

West Hartford, CT

Tolland, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

Tolland, CT • 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 West Hartford CT 09/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/1999 → Present
    Fidelity
    West Hartford, CT
  • 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
    West Hartford, CT
    Tolland, CT
  • 2001-02-27 → 2018-07-13
    Strategic Advisers Llc
    West Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-08
S63 Uniform Securities Agent State Law Examination 2000-05-02
  • S66 Uniform Combined State Law Examination
    2001-01-08
  • S63 Uniform Securities Agent State Law Examination
    2000-05-02
Other Names
  • Adam Rolfe Jensen
  • Adam Rolfe Jensen

View on SEC IAPD

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