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Jamila O Pugh

Strategic Advisers LLC

Bethesda, MD

Bethesda, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bethesda, MD • United States

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • 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
Lyft Milwaukee WI 08/2016 04/2019
Robert W Baird Milwaukee WI 12/2016 01/2017
Robert W Baird Milwaukee WI 02/2017 10/2017
Robert W Baird Mequon - North Shore WI 10/2017 12/2017
Robert W Baird Mequon WI 12/2017 12/2018
Royal Bank Of Canada Mequon WI 01/2019 02/2019
Paragon Development Systems Brookfield WI 07/2019 05/2020
Spire Wealth Management Reston VT 07/2020 10/2021
Fidelity Investments Herndon VA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 04/2019
    Lyft
    Milwaukee, WI
  • 12/2016 → 01/2017
    Robert W Baird
    Milwaukee, WI
  • 02/2017 → 10/2017
    Robert W Baird
    Milwaukee, WI
  • 10/2017 → 12/2017
    Robert W Baird
    Mequon - North Shore, WI
  • 12/2017 → 12/2018
    Robert W Baird
    Mequon, WI
  • 01/2019 → 02/2019
    Royal Bank Of Canada
    Mequon, WI
  • 07/2019 → 05/2020
    Paragon Development Systems
    Brookfield, WI
  • 07/2020 → 10/2021
    Spire Wealth Management
    Reston, VT
  • 10/2021 → Present
    Fidelity Investments
    Herndon, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
S63 Uniform Securities Agent State Law Examination 2022-04-22
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
  • S63 Uniform Securities Agent State Law Examination
    2022-04-22
Other Names
  • Jamila Pugh
  • Jamila Olivia Pugh

View on SEC IAPD

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