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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Katy, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Las Vegas NV 08/2014 08/2018
Morgan Stanley Tampa FL 08/2018 01/2020
Unemployed Tampa FL 01/2020 06/2020
Fidelity Brokerage Services Llc Miami FL 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 08/2018
    Las Vegas, NV
  • 08/2018 → 01/2020
    Tampa, FL
  • 01/2020 → 06/2020
    Unemployed
    Tampa, FL
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Coral Gables, FL
    Katy, TX
  • 2014-09-15 → 2020-01-10
    Las Vegas, NV
    Tampa, FL
    Tampa, FL
    Columbus, OH
  • 2012-08-20 → 2014-08-20
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-18
  • S66 Uniform Combined State Law Examination
    2012-08-18
Other Names
  • Jasmine Giszelle Garrett
  • Jasmine Giszelle Garrett

View on SEC IAPD

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