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Jeffrey Coplan

Strategic Advisers LLC

San Jose, CA

Sunnyvale, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

Sunnyvale, CA • 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 Merrimack NH 02/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2008 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
  • 2009-12-08 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
    Merrimack, NH
    Los Gatos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-07
S63 Uniform Securities Agent State Law Examination 2008-05-15
  • S66 Uniform Combined State Law Examination
    2009-12-07
  • S63 Uniform Securities Agent State Law Examination
    2008-05-15
Other Names
  • Jeff Michael Coplan
  • Jeffrey Michael Coplan
  • Jeff Coplan
  • Jeffrey Coplan
  • Jeffrey M Coplan
  • Jeffrey Coplan
  • Jeffrey M. Coplan

View on SEC IAPD

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