Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-19
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-03-19
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Denver, CO • 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 Tigard OR 06/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → Present
    Fidelity Brokerage Services, Llc
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
  • 2018-06-29 → 2018-07-13
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-16
S63 Uniform Securities Agent State Law Examination 2016-08-30
  • S66 Uniform Combined State Law Examination
    2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2016-08-30
Other Names
  • Jeremiah David White

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Broomfield, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor