Grant Jennings

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-09-29
OH	RA	APPROVED	2025-09-29
TX	RA	APPROVED	2025-09-29

KY RA
APPROVED

Since 2025-09-29
OH RA
APPROVED

Since 2025-09-29
TX RA
APPROVED

Since 2025-09-29

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

Organization	City	State	From	To
Fidelity Invesments	Covington	KY	02/2008	10/2024
Fidelity Investments	Covington	KY	08/2025	Present
Whitaker Myers	Cincinnati	OH	10/2024	04/2025
Unemployed	Cincinnati	OH	04/2025	08/2025

02/2008 → 10/2024

Fidelity Invesments

Covington, KY
08/2025 → Present

Fidelity Investments

Covington, KY
10/2024 → 04/2025

Whitaker Myers

Cincinnati, OH
04/2025 → 08/2025

Unemployed

Cincinnati, OH

Previous Registrations

2024-10-17 → 2025-04-07

Whitaker-Myers Wealth Managers, Ltd.

Deer Park, OH

Mansfield, OH
2018-07-13 → 2024-10-05

Fidelity Personal And Workplace Advisors

Boston, MA
2009-11-20 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-11-19
S63	Uniform Securities Agent State Law Examination	2008-06-24

S66 Uniform Combined State Law Examination

2009-11-19
S63 Uniform Securities Agent State Law Examination

2008-06-24

Designations

Other Names

Grant Edward Jennings
Grant E Jennings

View on SEC IAPD

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