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Jennifer Hill Waugh

Strategic Advisers LLC

Wake Forest, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-09
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-04-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wake Forest, NC • 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
Howard Financial Services, Ltd Dallas TX 05/2015 09/2021
Fidelity Brokerage Services, Llc Merrimack NH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 09/2021
    Howard Financial Services, Ltd
    Dallas, TX
  • 09/2021 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-17
S65 Uniform Investment Adviser Law Examination 2015-11-02
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17
  • S65 Uniform Investment Adviser Law Examination
    2015-11-02
Designations
Other Names
  • Jennifer Olanio Hill
  • Jennifer Hill Waugh

View on SEC IAPD

Other Firms

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G. A. REPPLE & COMPANY
ALTRIUS CAPITAL MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MOLOKAI INVESTMENT MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Blair Cashion Griffin
Catherine Marlow Easop
LAUREN CLARK TYNDALL
David Joseph Brunswick
DAVID J BRUNSWICK
CHRISTOPHER CONNOR ROLF
Gregory Dean Daniels
William C Gass

Other Offices

EDWARD JONES · Wake Forest, NC
G. A. REPPLE & COMPANY · WAKE FOREST, NC
ALTRIUS CAPITAL MANAGEMENT, INC. · WAKE FOREST, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wake Forest, NC
EDWARD JONES · WAKE FOREST, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAKE FOREST, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wake Forest, NC
MOLOKAI INVESTMENT MANAGEMENT, LLC · WAKE FOREST, NC

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