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Jonathan Stocking

Strategic Advisers LLC

Covington, KY

Lakeside Park, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Lakeside Park, KY • 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
Student Georgetown KY 08/2014 12/2018
Lexington Legends Lexington KY 01/2018 08/2018
Bluegrass Rentals Crestwood KY 05/2017 08/2017
Divisions Maintenance Group Newport KY 01/2019 11/2019
Amazon Hebron KY 12/2019 12/2019
Dhl Erlanger KY 01/2020 03/2020
Element Sports Group Alpharetta GA 03/2020 05/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 10/2020
Northwestern Mutual Investment Services Llc Cincinnati OH 07/2020 10/2020
Fidelity Investments Covington KY 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 12/2018
    Student
    Georgetown, KY
  • 01/2018 → 08/2018
    Lexington Legends
    Lexington, KY
  • 05/2017 → 08/2017
    Bluegrass Rentals
    Crestwood, KY
  • 01/2019 → 11/2019
    Divisions Maintenance Group
    Newport, KY
  • 12/2019 → 12/2019
    Amazon
    Hebron, KY
  • 01/2020 → 03/2020
    Dhl
    Erlanger, KY
  • 03/2020 → 05/2020
    Element Sports Group
    Alpharetta, GA
  • 06/2020 → 10/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2020 → 10/2020
    Northwestern Mutual Investment Services Llc
    Cincinnati, OH
  • 11/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lakeside Park, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11
Other Names
  • Jonny Andrew Stocking
  • Jonathan Andrew Stocking
  • Jonathan Stocking

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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