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Jessica Anne Lomas

Strategic Advisers LLC

Conroe, TX

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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

Conroe, TX • 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
Mcnamara Photography Scottsdale AZ 03/2015 03/2020
The Vanguard Group, Inc. Scottsdale AZ 10/2015 09/2021
Fidelity Investments Covington KY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 03/2020
    Mcnamara Photography
    Scottsdale, AZ
  • 10/2015 → 09/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Houston, TX
  • 2019-10-01 → 2021-10-15
    Scottsdale, AZ
Other Businesses

OBA-117163|OrgNmn:Midnight Mocha Reads LLC|Org Addr:Mesa,Arizona,US|OBA Nature:Retail bookstore|Invst Rel:N|Title:Partner|Duties:Owner & daily operations manager|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-13
S63 Uniform Securities Agent State Law Examination 2015-05-19
  • S66 Uniform Combined State Law Examination
    2019-09-13
  • S63 Uniform Securities Agent State Law Examination
    2015-05-19
Other Names
  • Jessica Anne Larousse
  • Jessica Mcnamara
  • Jessica Anne Mcnamara

View on SEC IAPD

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