Jonathan Pope

Strategic Advisers LLC

Fuquay Varina, NC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Fuquay Varina, NC • 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
Scottrade, Inc.	Towson	MD	09/2000	03/2018
Fortress Private Ledger, Llc	Raleigh	NC	10/2018	10/2021
Woodbridge Advisors	Fuquay Varina	NC	04/2018	10/2018
Fidelity Investments	Durham	NC	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2000 → 03/2018

Scottrade, Inc.

Towson, MD
10/2018 → 10/2021

Fortress Private Ledger, Llc

Raleigh, NC
04/2018 → 10/2018

Woodbridge Advisors

Fuquay Varina, NC
10/2021 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-03-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC
2018-10-26 → 2021-10-25

Fortress Private Ledger, Llc

Raleigh, NC

Raleigh, NC
2018-04-28 → 2018-10-12

Woodbridge Advisors

Fuquay Varina, NC

Holly Springs, NC
2017-02-08 → 2018-03-09

Scottrade Investment Management

Saint Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-08

S66 Uniform Combined State Law Examination

2017-02-08

Other Names

Jonathan Blake Pope

View on SEC IAPD

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