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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Lynn, MA • 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 Merrimack NH 02/2021 Present
Kj's Caffe Chelmsford MA 11/2020 01/2021
Lynn Classical High School Lynn MA 09/2013 06/2017
University Of Massachusetts Lowell Lowell MA 09/2017 12/2020
Liberty Mutual Insurance Boston MA 05/2020 08/2020
University Of Massachusetts Lowell Campus Recreation Center Lowell MA 09/2017 12/2020
The Four Winds Pub And Grill Lynn MA 05/2019 02/2021
Gannon Municipal Golf Course Lynn MA 05/2016 07/2020
Poshmark 33 York Road MA 02/2016 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2020 → 01/2021
    Kj's Caffe
    Chelmsford, MA
  • 09/2013 → 06/2017
    Lynn Classical High School
    Lynn, MA
  • 09/2017 → 12/2020
    University Of Massachusetts Lowell
    Lowell, MA
  • 05/2020 → 08/2020
    Liberty Mutual Insurance
    Boston, MA
  • 09/2017 → 12/2020
    University Of Massachusetts Lowell Campus Recreation Center
    Lowell, MA
  • 05/2019 → 02/2021
    The Four Winds Pub And Grill
    Lynn, MA
  • 05/2016 → 07/2020
    Gannon Municipal Golf Course
    Lynn, MA
  • 02/2016 → 02/2021
    Poshmark
    33 York Road, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-18409|OrgNmn:Poshmark|Org Addr:Lynn,Massachuse,US|OBA Nature:to buy and sell second hand cl|Invst Rel:N|Title:unemployed|Duties:to buy and sell my clothing on a second hand within third party app|StrtDt:02-01-16|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-17
  • S66 Uniform Combined State Law Examination
    2021-08-17
Other Names
  • Rachel Julia Jordan

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