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Jeffrey Michael Goodman

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Proequities, Inc. Cincinnati OH 08/2017 10/2019
Protective Life Cincinnati OH 08/2017 07/2019
Paycor Cincinnati OH 06/2016 06/2017
Integrity Express Logistics Cincinnati OH 11/2019 12/2019
Constructconnect Cincinnati OH 12/2019 06/2020
Fidelity Investments Covington KY 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 10/2019
    Proequities, Inc.
    Cincinnati, OH
  • 08/2017 → 07/2019
    Protective Life
    Cincinnati, OH
  • 06/2016 → 06/2017
    Paycor
    Cincinnati, OH
  • 11/2019 → 12/2019
    Integrity Express Logistics
    Cincinnati, OH
  • 12/2019 → 06/2020
    Constructconnect
    Cincinnati, OH
  • 08/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-12
S63 Uniform Securities Agent State Law Examination 2018-05-03
  • S66 Uniform Combined State Law Examination
    2021-02-12
  • S63 Uniform Securities Agent State Law Examination
    2018-05-03
Other Names
  • Jeffrey Michael Goodman
  • Jeffrey Goodman

View on SEC IAPD

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ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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