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Ashley Ward

Strategic Advisers LLC

Boise, ID

Eagle, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boise, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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 American Fork UT 01/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Boise, ID
    Boise, ID
  • 2016-10-21 → 2018-07-13
    Strategic Advisers Llc
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-11
S63 Uniform Securities Agent State Law Examination 2015-03-09
  • S66 Uniform Combined State Law Examination
    2016-10-11
  • S63 Uniform Securities Agent State Law Examination
    2015-03-09
Other Names
  • Ashley Christine Bjorklund
  • Ashley Christine Ward

View on SEC IAPD

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