Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Castle Rock, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Denver CO 06/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → Present
    Fidelity Brokerage Services Llc
    Denver, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-14787|OrgNmn:Red Hawk Ridge Men's Golf Club|Org Addr:Castle Roc,Colorado,US|OBA Nature:Men's Golf Club. We meet every|Invst Rel:N|Title:Membership Director|Duties:Responsible for organizing league roster, recruitment of new members, and one of the signers on the league's bank account|StrtDt:03-12-20|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-20
S63 Uniform Securities Agent State Law Examination 2008-04-03
  • S66 Uniform Combined State Law Examination
    2009-03-20
  • S63 Uniform Securities Agent State Law Examination
    2008-04-03
Other Names
  • Justin Robert Joseffy
  • Justin R Joseffy

View on SEC IAPD

More in Castle Rock, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor