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Jonathan M Frank

Strategic Advisers LLC

Wake Forest, NC

Durham, NC

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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

Wake Forest, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 09/2021 05/2022
Walgreens Co Raleigh NC 07/2004 09/2021
Bank Of America, N.A. Raleigh NC 11/2021 05/2022
Fidelity Investments Durham NC 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 05/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Raleigh, NC
  • 07/2004 → 09/2021
    Walgreens Co
    Raleigh, NC
  • 11/2021 → 05/2022
    Bank Of America, N.A.
    Raleigh, NC
  • 05/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2022-01-31
Other Names
  • Jon Frank
  • Jonathan M Frank
  • Jonathan Frank

View on SEC IAPD

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