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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
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
VT RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VT RA
    APPROVED
    Since 2025-03-31

Branch Locations

320 Park Avenue, New York, NY 10022-6815 • United States

Long Island City, NY • United States

1356 Third Avenue, New York, NY 10075-0461 • 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 New York NY 08/2007 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → Present
    Fidelity Brokerage Services, Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
Other Businesses

OBA-68967|OrgNmn:Quechee Lakes Landowners Association|Org Addr:Quechee,Vermont,US|OBA Nature:Country Club |Invst Rel:N|Title:Finance Committee Member/Chair of|Duties:Primarily monitoring annual operating budget, assess potential capital expenditures, review of audited financial statements, reports to the Bo|StrtDt:09-01-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-26
  • S66 Uniform Combined State Law Examination
    2008-07-26
Other Names
  • Jenna C Krauss
  • Jenna C Barker

View on SEC IAPD

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