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Ashlinn Barber Wells

Strategic Advisers LLC

Jacksonville, FL

Charlotte, NC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, 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
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Jacksonville FL 11/2011 04/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Brokerage Services, Llc Charlotte NC 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2011 → 04/2022
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2022 → Present
    Fidelity Brokerage Services, Llc
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2012-11-01 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-24
S63 Uniform Securities Agent State Law Examination 2012-03-05
  • S66 Uniform Combined State Law Examination
    2012-10-24
  • S63 Uniform Securities Agent State Law Examination
    2012-03-05
Other Names
  • Ashlinn M Barber
  • Ashlinn Margrett Barber
  • Ashlinn Margrett Wells

View on SEC IAPD

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