Jacqueline D Alves

Strategic Advisers LLC

Jacksonville Beach, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Jacksonville Beach, FL • United States

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • 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
Fidelity Brokerage Services Llc	Jacksonville	FL	02/2008	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2008 → Present

Fidelity Brokerage Services Llc

Jacksonville, FL
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

Jacksonville, FL
2013-02-04 → 2018-07-13

Strategic Advisers Llc

Boston, MA

San Francisco, CA

San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-10-20
S63	Uniform Securities Agent State Law Examination	2008-04-15

S65 Uniform Investment Adviser Law Examination

2011-10-20
S63 Uniform Securities Agent State Law Examination

2008-04-15

Other Names

Jacqueline D Kerr
Jacqueline Dee Kerr
Jacqueline Dee Alves

View on SEC IAPD

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