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Jonathon Berner

Strategic Advisers LLC

Newport, KY

Covington, 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 2025-11-05
TX RA APPROVED 2025-11-05
  • KY RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

Newport, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Taylor Mill KY 09/2023 Present
Fifth Third Bank Cincinnati OH 08/2021 09/2023
Unemployed Springboro OH 05/2021 08/2021
Northwestern Mutual Cincinnati OH 01/2021 05/2021
Outback Steakhouse Cincinnati OH 01/2018 01/2021
Unemployed Springboro OH 09/2013 01/2018
  • 09/2023 → Present
    Fidelity Investments
    Taylor Mill, KY
  • 08/2021 → 09/2023
    Fifth Third Bank
    Cincinnati, OH
  • 05/2021 → 08/2021
    Unemployed
    Springboro, OH
  • 01/2021 → 05/2021
    Northwestern Mutual
    Cincinnati, OH
  • 01/2018 → 01/2021
    Outback Steakhouse
    Cincinnati, OH
  • 09/2013 → 01/2018
    Unemployed
    Springboro, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2025-10-28
  • S63 Uniform Securities Agent State Law Examination
    2024-01-19
Other Names
  • Jonathon Michael Berner

View on SEC IAPD

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