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Jessica Kristen Bridgeman

Strategic Advisers LLC

Minnetonka, MN

New Brighton, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States

New Brighton, MN • 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
Ameriprise Financial Services, Inc. Minneapolis MN 03/2016 03/2020
Allianz Life Insurance Company Of North America Minneapolis MN 03/2020 05/2022
Allianz Life Financial Services, Llc Minneapolis MN 04/2020 05/2022
Fidelity Investments Denver CO 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 03/2020
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 03/2020 → 05/2022
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 04/2020 → 05/2022
    Allianz Life Financial Services, Llc
    Minneapolis, MN
  • 05/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Maple Grove, MN
    Minnetonka, MN
  • 2017-02-01 → 2020-03-20
    Ameriprise Financial Services, Llc
    Minneapolis, MN
Other Businesses

OBA-68721|OrgNmn:CAKES, LLC|Org Addr:New Bright,Minnesota,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Partner|Duties:Maintain property|StrtDt:06-28-21|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
S63 Uniform Securities Agent State Law Examination 2016-10-03
  • S66 Uniform Combined State Law Examination
    2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2016-10-03
Other Names
  • Jessica Kristen Kegel
  • Jessica Kristen Kegel
  • Jessica Kristen Bridgeman
  • Jessica Bridgeman

View on SEC IAPD

Other Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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