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Jesse J. Kistler

Strategic Advisers LLC

Albuquerque, NM

Rio Communities, NM

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31

Branch Locations

5401 Watson Drive, Albuquerque, NM 87106-9704 • United States

Rio Communities, NM • 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 Albuquerque NM 12/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → Present
    Fidelity Brokerage Services Llc
    Albuquerque, NM
  • 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
    Albuquerque, NM
    Rio Communities,, NM
  • 2017-08-30 → 2018-07-13
    Strategic Advisers Llc
    Albuquerque, NM
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-16
S66 Uniform Combined State Law Examination 2017-01-05
  • S63 Uniform Securities Agent State Law Examination
    2023-10-16
  • S66 Uniform Combined State Law Examination
    2017-01-05
Other Names
  • Jesse James Cranford
  • Jesse James Kistler

View on SEC IAPD

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ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
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