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Max Jackson

Strategic Advisers LLC

Grand Blanc, MI

Grand Blanc, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Grand Blanc, MI • United States

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Grand Blanc MI 05/2021 Present
Bank Of America Lake Orion MI 12/2017 05/2021
Glp And Associates Farmington Hils MI 01/2017 12/2017
Unemployed Grand Blanc MI 10/2016 12/2016
Quicken Loans Detroit MI 11/2014 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments
    Grand Blanc, MI
  • 12/2017 → 05/2021
    Bank Of America
    Lake Orion, MI
  • 01/2017 → 12/2017
    Glp And Associates
    Farmington Hils, MI
  • 10/2016 → 12/2016
    Unemployed
    Grand Blanc, MI
  • 11/2014 → 09/2016
    Quicken Loans
    Detroit, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Blanc, MI
Other Businesses

OBA-59735|OrgNmn:Coldwell Banker Professionals|Org Addr:Oxford,Michigan,US|OBA Nature:Real Estate Sales|Invst Rel:Y|Title:Independent Contractor|Duties:help clients but and sell real estate|StrtDt:01-27-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-104805|OrgNmn:M&D Flash Photography|Org Addr:Grand Blan,Michigan,US|OBA Nature:Photography Services|Invst Rel:N|Title:Photographer|Duties:Photography, creation of flyers, posters, and posted content|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • Max Demarius Jackson
  • Max Jackson

View on SEC IAPD

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