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Justin Beerens

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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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
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Lakota West High School West Chester OH 08/2014 05/2017
Ohio University Athens OH 08/2017 05/2021
Eagle Tee Golf Center West Chester OH 08/2015 06/2021
Empire Marketing Strategies Columbus And Cincinnati OH 05/2017 04/2021
Swing 365 West Chester OH 01/2017 03/2017
West 82 Food Court Athens OH 01/2018 05/2019
Latitude 39 Restaurant Athens OH 01/2019 05/2019
Fidelity Investments Westlake TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2017
    Lakota West High School
    West Chester, OH
  • 08/2017 → 05/2021
    Ohio University
    Athens, OH
  • 08/2015 → 06/2021
    Eagle Tee Golf Center
    West Chester, OH
  • 05/2017 → 04/2021
    Empire Marketing Strategies
    Columbus And Cincinnati, OH
  • 01/2017 → 03/2017
    Swing 365
    West Chester, OH
  • 01/2018 → 05/2019
    West 82 Food Court
    Athens, OH
  • 01/2019 → 05/2019
    Latitude 39 Restaurant
    Athens, OH
  • 06/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Covington, KY
    West Chester, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
Other Names
  • Justin Tyler Beerens

View on SEC IAPD

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