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Jack Baglien-Allender

Strategic Advisers LLC

Harrison, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-21
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-04-21
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Harrison, OH • 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
Cavalier Distribution Blue Ash OH 08/2014 08/2017
Luna Blu Salon & Galleria Oxford OH 08/2016 05/2018
Scotty'S Brewhouse Oxford OH 05/2017 09/2019
Gaslight Brewhouse Oxford OH 09/2019 03/2020
Unemployed Harrison OH 03/2020 11/2020
Mcadam Financial Chicago IL 11/2020 12/2020
Unemployed Harrison OH 12/2020 03/2021
Fidelity Investments Covington KY 03/2021 Present
Miami University Of Ohio Oxford OH 08/2014 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 08/2017
    Cavalier Distribution
    Blue Ash, OH
  • 08/2016 → 05/2018
    Luna Blu Salon & Galleria
    Oxford, OH
  • 05/2017 → 09/2019
    Scotty'S Brewhouse
    Oxford, OH
  • 09/2019 → 03/2020
    Gaslight Brewhouse
    Oxford, OH
  • 03/2020 → 11/2020
    Unemployed
    Harrison, OH
  • 11/2020 → 12/2020
    Mcadam Financial
    Chicago, IL
  • 12/2020 → 03/2021
    Unemployed
    Harrison, OH
  • 03/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 05/2020
    Miami University Of Ohio
    Oxford, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-05
S63 Uniform Securities Agent State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2023-07-05
  • S63 Uniform Securities Agent State Law Examination
    2021-10-22
Other Names
  • Jack Hanson Baglien
  • Jack Baglien-Allender
  • Jack Hanson Baglien-Allender

View on SEC IAPD

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