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Jakizisha Mckinney-Bell

Strategic Advisers LLC

Verona, WI

Middleton, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Verona, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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
Student Madison WI 09/2017 05/2021
Best Western Inntowner Madison WI 06/2019 08/2021
Merit Library Madison WI 11/2018 05/2021
Student Milwaukee WI 05/2009 05/2017
Wisconsin Business World Madison WI 06/2019 08/2019
Student Intern For Rep David Bowen Madison WI 05/2019 08/2019
Badger Call Madison WI 01/2018 07/2018
Walgreens Madison WI 10/2017 01/2018
Gordon Dining And Events Madison WI 08/2017 10/2017
Unemployed Na WI 05/2017 08/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2021 06/2022
Northwestern Mutual Investment Services Llc Middleton WI 09/2021 05/2023
Sandy Botcher Middleton WI 06/2022 05/2023
Fidelity Investments Middleton WI 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 05/2021
    Student
    Madison, WI
  • 06/2019 → 08/2021
    Best Western Inntowner
    Madison, WI
  • 11/2018 → 05/2021
    Merit Library
    Madison, WI
  • 05/2009 → 05/2017
    Student
    Milwaukee, WI
  • 06/2019 → 08/2019
    Wisconsin Business World
    Madison, WI
  • 05/2019 → 08/2019
    Student Intern For Rep David Bowen
    Madison, WI
  • 01/2018 → 07/2018
    Badger Call
    Madison, WI
  • 10/2017 → 01/2018
    Walgreens
    Madison, WI
  • 08/2017 → 10/2017
    Gordon Dining And Events
    Madison, WI
  • 05/2017 → 08/2017
    Unemployed
    Na, WI
  • 09/2021 → 06/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2021 → 05/2023
    Northwestern Mutual Investment Services Llc
    Middleton, WI
  • 06/2022 → 05/2023
    Sandy Botcher
    Middleton, WI
  • 05/2023 → Present
    Fidelity Investments
    Middleton, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 2024-04-04
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-04-04
Other Names
  • Jakizisha Bell

View on SEC IAPD

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