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Julia Morgan Maas

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
OH RA APPROVED 2026-05-07
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2026-05-07
  • KY 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
Fidelity Investments Covington KY 08/2021 Present
Doordash Erlanger KY 05/2021 08/2021
N/A Bowling Green OH 08/2016 07/2021
Social Gastropub Perrysburg OH 06/2020 05/2021
Costco Wholesale Perrysburg OH 03/2020 05/2020
Granite City Food And Brewery Maumee OH 08/2018 02/2020
Fedex Perrysburg OH 01/2019 02/2021
Woodlane Residential Services Bowling Green OH 01/2018 08/2019
Bob Evans Bowling Green OH 08/2016 03/2017
Bowling Green State University Bowling Green OH 08/2017 05/2021
Bowling Green High School Bowling Green OH 08/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 05/2021 → 08/2021
    Doordash
    Erlanger, KY
  • 08/2016 → 07/2021
    N/A
    Bowling Green, OH
  • 06/2020 → 05/2021
    Social Gastropub
    Perrysburg, OH
  • 03/2020 → 05/2020
    Costco Wholesale
    Perrysburg, OH
  • 08/2018 → 02/2020
    Granite City Food And Brewery
    Maumee, OH
  • 01/2019 → 02/2021
    Fedex
    Perrysburg, OH
  • 01/2018 → 08/2019
    Woodlane Residential Services
    Bowling Green, OH
  • 08/2016 → 03/2017
    Bob Evans
    Bowling Green, OH
  • 08/2017 → 05/2021
    Bowling Green State University
    Bowling Green, OH
  • 08/2014 → 05/2017
    Bowling Green High School
    Bowling Green, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-06-08
  • S66 Uniform Combined State Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-08
Other Names
  • Julia Morgan Maas
  • Julia Maas

View on SEC IAPD

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