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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

Littleton, CO • 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
Wells Fargo Clearing Services, Llc Golden CO 01/2014 07/2022
Fidelity Investments Lone Tree CO 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 07/2022
    Golden, CO
  • 07/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
  • 2012-02-09 → 2022-07-15
    Salt Lake City, UT
    Salt Lake City, UT
    Golden, CO
    Denver, CO
    Salt Lake City, UT
    Denver, CO
    Broomfield, CO
Other Businesses

OBA-89248|OrgNmn:Red Cliffs Rental Management LLC|Org Addr:Salt lake ,Utah,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:Owner of LLC|StrtDt:09-01-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-89251|OrgNmn:COLORADO SPORTS OFFICIALS|Org Addr:LITTLETON ,Colorado,US|OBA Nature:BASEBALL UMPIRE|Invst Rel:N|Title:BASEBALL UMPIRE|Duties:BASEBALL UMPIRE|StrtDt:04-15-17|TotHrs/mon:20|TrdHrs/mon:0|OBA-89249|OrgNmn:RM OFFICAL |Org Addr:5974100,Colorado,US|OBA Nature:BASEBALL UMPIRE |Invst Rel:N|Title:UMPIRE|Duties:BASEBALL UMPIRE|StrtDt:04-01-16|TotHrs/mon:20|TrdHrs/mon:0|OBA-100736|OrgNmn:Rooster Tail Rentals LLC|Org Addr:Salt lake ,Utah,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Managing Member |Duties:Property Owner|StrtDt:07-01-23|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-07
S63 Uniform Securities Agent State Law Examination 2011-10-18
  • S65 Uniform Investment Adviser Law Examination
    2012-02-07
  • S63 Uniform Securities Agent State Law Examination
    2011-10-18
Other Names
  • Jereme R Jones

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