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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Merrimack, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Investments Merrimack NH 11/2006 01/2018
Morgan Stanley Colchester VT 01/2018 04/2018
Fidelity Brokerage Services Llc Covington KY 07/2018 04/2019
Fidelity Investments Merrimack NH 04/2019 04/2021
Fidelity Investments Merrimack NH 04/2021 12/2023
Fidelity Investments Merrimack NH 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2006 → 01/2018
    Fidelity Investments
    Merrimack, NH
  • 01/2018 → 04/2018
    Colchester, VT
  • 07/2018 → 04/2019
    Fidelity Brokerage Services Llc
    Covington, KY
  • 04/2019 → 04/2021
    Fidelity Investments
    Merrimack, NH
  • 04/2021 → 12/2023
    Fidelity Investments
    Merrimack, NH
  • 12/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2018-08-21 → 2021-05-12
    Fidelity Personal And Workplace Advisors
    Stratham, NH
  • 2018-03-19 → 2018-04-16
    Manchester, NH
    Portsmouth, NH
    Colchester, VT
  • 2008-02-08 → 2014-12-31
    King Of Prussia, PA
    Washington, DC
    King Of Prussia, PA
    Washington, DC
    King Of Prussia, PA
    Washington, DC
    Merrimack, NH
    Merrimack, NH
    Franconia, NH
    Londonderry, NH
    Merrimack, NH
Other Businesses

OBA-127543|OrgNmn:Steady Energy Coaching, LLC|Org Addr:Franconia,New Hampsh,US|OBA Nature:Health & Wellness Coaching|Invst Rel:N|Title:LLC Member, Owner|Duties:Provide coaching to individuals looking for ways to improve health|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-17
S65 Uniform Investment Adviser Law Examination 2018-03-19
S63 Uniform Securities Agent State Law Examination 2007-03-22
  • S66 Uniform Combined State Law Examination
    2024-02-17
  • S65 Uniform Investment Adviser Law Examination
    2018-03-19
  • S63 Uniform Securities Agent State Law Examination
    2007-03-22
Other Names
  • Jenifer L Hamel
  • Jen Urena
  • Jen Hamel
  • Jenifer L Urena
  • Jenifer Lynn Hamel
  • Jenifer Hamel

View on SEC IAPD

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