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Jeffrey J Staley

Strategic Advisers LLC

Covington, KY

Hebron, 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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Hebron, KY • 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 Blue Ash OH 11/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → Present
    Fidelity Investments
    Blue Ash, 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
    Covington, KY
    Hebron, KY
  • 2010-01-01 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-66676|OrgNmn:Northern Kentucky University|Org Addr:Highland H,Kentucky,US|OBA Nature:Department of Economics & Fina|Invst Rel:N|Title:Advisory Board Member|Duties:Advisory Board member for the Department of Economics & Finance Advisory Board|StrtDt:12-09-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2008-02-19
  • S66 Uniform Combined State Law Examination
    2009-12-30
  • S63 Uniform Securities Agent State Law Examination
    2008-02-19
Other Names
  • Jeffrey J Staley
  • Jeffrey James Staley

View on SEC IAPD

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