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Jonathan Carter Yellman

Strategic Advisers LLC

Covington, KY

Burlington, 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

Burlington, 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 10/2020 Present
Unemployed Dayton KY 03/2020 10/2020
Prestige Audio Visual Cincinnati OH 05/2018 03/2020
University Of Cincinnati Cincinnati OH 08/2018 05/2019
Freelance (None) New York NY 06/2017 05/2018
Befitnyc New York NY 10/2017 05/2018
Queens College New York NY 08/2017 05/2018
Prestige Audio Visual Cincinnati OH 07/2012 07/2017
Northern Kentucky University Highland Heights KY 01/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2020 → 10/2020
    Unemployed
    Dayton, KY
  • 05/2018 → 03/2020
    Prestige Audio Visual
    Cincinnati, OH
  • 08/2018 → 05/2019
    University Of Cincinnati
    Cincinnati, OH
  • 06/2017 → 05/2018
    Freelance (None)
    New York, NY
  • 10/2017 → 05/2018
    Befitnyc
    New York, NY
  • 08/2017 → 05/2018
    Queens College
    New York, NY
  • 07/2012 → 07/2017
    Prestige Audio Visual
    Cincinnati, OH
  • 01/2015 → 05/2017
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-24
S63 Uniform Securities Agent State Law Examination 2021-03-08
  • S66 Uniform Combined State Law Examination
    2024-01-24
  • S63 Uniform Securities Agent State Law Examination
    2021-03-08
Other Names
  • Carter Yellman
  • Jonathan Yellman

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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