Jacklyn Lee Tobin

Strategic Advisers LLC

The Woodlands, TX

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Tomball, TX • United States

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Merrimack	NE	06/2014	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2014 → Present

Fidelity Brokerage Services Llc

Merrimack, NE
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-01-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Burlington, MA
2017-01-04 → 2018-05-16

Strategic Advisers Llc

Merrimack, NH

Burlington, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-01
S63	Uniform Securities Agent State Law Examination	2016-03-24

S65 Uniform Investment Adviser Law Examination

2016-09-01
S63 Uniform Securities Agent State Law Examination

2016-03-24

Other Names

Jacklyn Lee Digman

View on SEC IAPD

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