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Jeremy Bricking

Strategic Advisers LLC

Covington, KY

Erlanger, 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

Erlanger, 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
Fidelity Investments Covington KY 06/2020 Present
Fidelity Investments Institutional Operations Company Covington KY 07/2018 06/2020
Mac's Pizza Pub Highland Heights KY 01/2019 12/2019
Amazon Highland Heights KY 08/2018 05/2019
Ups Cincinnati OH 05/2017 01/2019
Chipotle Highland Heights KY 11/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → 06/2020
    Fidelity Investments Institutional Operations Company
    Covington, KY
  • 01/2019 → 12/2019
    Mac's Pizza Pub
    Highland Heights, KY
  • 08/2018 → 05/2019
    Amazon
    Highland Heights, KY
  • 05/2017 → 01/2019
    Ups
    Cincinnati, OH
  • 11/2014 → 05/2017
    Chipotle
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-05
S63 Uniform Securities Agent State Law Examination 2020-10-09
  • S66 Uniform Combined State Law Examination
    2023-01-05
  • S63 Uniform Securities Agent State Law Examination
    2020-10-09
Other Names
  • Jeremy Robert Bricking
  • Jeremy Bricking

View on SEC IAPD

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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
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