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Jalese Shakura Stone

Strategic Advisers LLC

Covington, KY

Newport, 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

Newport, 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 08/2020 Present
Dhl Express Erlanger KY 10/2019 07/2020
Combined Public Communications Cold Spring KY 08/2019 11/2019
Speedway Llc Louisville KY 08/2018 07/2019
Physassist Scribes Inc Louisville KY 05/2016 12/2017
University Of Louisville Louisville KY 08/2014 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → Present
    Fidelity Investments
    Covington, KY
  • 10/2019 → 07/2020
    Dhl Express
    Erlanger, KY
  • 08/2019 → 11/2019
    Combined Public Communications
    Cold Spring, KY
  • 08/2018 → 07/2019
    Speedway Llc
    Louisville, KY
  • 05/2016 → 12/2017
    Physassist Scribes Inc
    Louisville, KY
  • 08/2014 → 05/2019
    University Of Louisville
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-124210|OrgNmn:DoorDash Inc|Org Addr:San Franci,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Employee|Duties:Deliver food to customers|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2022-07-08
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Jalese Shakura Stone
  • Jalese Stone

View on SEC IAPD

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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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