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Jessica Anderson

Strategic Advisers LLC

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Phoenix, AZ • 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
Capital Wealth Advisory Group Fitchburg WI 04/2016 05/2017
University Of Wisconsin - Madison Madison WI 01/2016 05/2017
University Of Wisconsin - Madison Madison WI 09/2013 06/2017
The Vanguard Group, Inc. Scottsdale AZ 07/2017 04/2022
Fidelity Investments Scottsdale AZ 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 05/2017
    Capital Wealth Advisory Group
    Fitchburg, WI
  • 01/2016 → 05/2017
    University Of Wisconsin - Madison
    Madison, WI
  • 09/2013 → 06/2017
    University Of Wisconsin - Madison
    Madison, WI
  • 07/2017 → 04/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2022 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
  • 2021-06-18 → 2022-04-26
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-15
S63 Uniform Securities Agent State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    2017-08-11
Other Names
  • Jessie Dahms
  • Jessica L Dahms
  • Jessica Dahms
  • Jessica Lucille Dahms
  • Jessica Lucille Anderson

View on SEC IAPD

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