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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Brookville, IN • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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 Covington KY 12/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2007 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Brookville, IN
  • 2018-07-13 → 2019-08-07
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-11-11 → 2018-07-13
    Covington, KY
  • 2010-08-27 → 2014-12-31
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-26
S63 Uniform Securities Agent State Law Examination 2008-04-22
  • S66 Uniform Combined State Law Examination
    2010-08-26
  • S63 Uniform Securities Agent State Law Examination
    2008-04-22
Other Names
  • Jason R Hacker

View on SEC IAPD

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