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Jesse Richard Kneiss

Strategic Advisers LLC

Green Cove Springs, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Green Cove Springs, FL • 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 Jacksonville FL 08/2021 Present
Bank Of America Jacksonville FL 03/2017 07/2021
The Governors Club Tallahassee FL 08/2014 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2017 → 07/2021
    Bank Of America
    Jacksonville, FL
  • 08/2014 → 03/2017
    The Governors Club
    Tallahassee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-30
  • S66 Uniform Combined State Law Examination
    2021-12-30
Other Names
  • Jesse Richard Kneiss
  • Jesse Kneiss

View on SEC IAPD

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