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Jaime Marie Lanham

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Serivces, Inc Cincinnati OH 06/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1999 → Present
    Fidelity Brokerage Serivces, Inc
    Cincinnati, OH
  • 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
    Cincinnati, OH
    Covington, KY
  • 2012-11-22 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-16452|OrgNmn:Land Oar Lakes Rentals, LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Vacation Rental (one property |Invst Rel:Y|Title:Owner|Duties:I am an owner (with my sister and brother-in-law) of a vacation rental. Third party will manage.|StrtDt:09-10-20|TotHrs/mon:3|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-21
S63 Uniform Securities Agent State Law Examination 2000-06-20
  • S66 Uniform Combined State Law Examination
    2012-11-21
  • S63 Uniform Securities Agent State Law Examination
    2000-06-20
Other Names
  • Jaime Marie Wolfer
  • Jaime M Lanham

View on SEC IAPD

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