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Jennifer Gill

Strategic Advisers LLC

Katy, TX

Katy, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Katy, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 03/2020 09/2023
Jp Morgan Chase Houston TX 10/2018 03/2020
Regions Bank Houston AL 08/2007 10/2018
Bank Of America, N.A. Houston TX 05/2020 09/2023
Fidelity Investments Katy TX 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
  • 10/2018 → 03/2020
    Jp Morgan Chase
    Houston, TX
  • 08/2007 → 10/2018
    Regions Bank
    Houston, AL
  • 05/2020 → 09/2023
    Bank Of America, N.A.
    Houston, TX
  • 09/2023 → Present
    Fidelity Investments
    Katy, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Katy, TX
  • 2021-01-07 → 2023-09-12
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
    New York, NY
    Houston, TX
    Cypress, TX
    Cypress, TX
    Houston, TX
    Houston, TX
    Cypress, TX
    Houston, TX
    Cypress, TX
    Houston, TX
    Cypress, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04
Other Names
  • Jennifer Guerrero
  • Jennifer Julissa Guerrero Funes
  • Jennifer Gill
  • Jennifer Julissa Gill

View on SEC IAPD

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