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Jeremy Marshall Sweet

Strategic Advisers LLC

Covington, KY

Covington, KY

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

Branch Locations

Covington, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Midland Atlantic Properties Cincinnati OH 01/2021 08/2021
Jeffrey R. Anderson Real Estate Cincinnati OH 08/2018 03/2021
Umc Food Ministry Covington KY 05/2018 08/2018
Flottweg Separation Technology Independence KY 10/2017 05/2018
Taylor & Francis Florence KY 01/2016 10/2017
Northern Kentucky University Highland Heights KY 08/2015 05/2018
Game Officials Erlanger KY 12/2007 12/2020
Northern Kentucky University Highland Heights KY 08/2014 05/2018
Fidelity Investments Covington KY 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 08/2021
    Midland Atlantic Properties
    Cincinnati, OH
  • 08/2018 → 03/2021
    Jeffrey R. Anderson Real Estate
    Cincinnati, OH
  • 05/2018 → 08/2018
    Umc Food Ministry
    Covington, KY
  • 10/2017 → 05/2018
    Flottweg Separation Technology
    Independence, KY
  • 01/2016 → 10/2017
    Taylor & Francis
    Florence, KY
  • 08/2015 → 05/2018
    Northern Kentucky University
    Highland Heights, KY
  • 12/2007 → 12/2020
    Game Officials
    Erlanger, KY
  • 08/2014 → 05/2018
    Northern Kentucky University
    Highland Heights, KY
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-24
S63 Uniform Securities Agent State Law Examination 2022-02-09
  • S66 Uniform Combined State Law Examination
    2023-04-24
  • S63 Uniform Securities Agent State Law Examination
    2022-02-09

View on SEC IAPD

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