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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, NC • 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 Westlake TX 07/2021 Present
Aflac Insurance Rochester NY 05/2018 08/2019
Fischer Investment Group Rochester NY 05/2018 09/2018
Pro Player Insiders Rochester NY 07/2018 07/2019
Applebee's Restaurant Rochester NY 05/2017 08/2017
Pepperdine University Malibu CA 09/2017 05/2021
Mcquaid Jesuit High School Rochester NY 08/2011 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2018 → 08/2019
    Aflac Insurance
    Rochester, NY
  • 05/2018 → 09/2018
    Fischer Investment Group
    Rochester, NY
  • 07/2018 → 07/2019
    Pro Player Insiders
    Rochester, NY
  • 05/2017 → 08/2017
    Applebee's Restaurant
    Rochester, NY
  • 09/2017 → 05/2021
    Pepperdine University
    Malibu, CA
  • 08/2011 → 06/2017
    Mcquaid Jesuit High School
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
S63 Uniform Securities Agent State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2022-05-26
  • S63 Uniform Securities Agent State Law Examination
    2021-12-07
Other Names
  • Jack Fischer

View on SEC IAPD

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