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Jasmine Stepp

Strategic Advisers LLC

Columbus, OH

Columbus, 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 2025-06-03
TX RA APPROVED 2025-05-30
  • OH RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2025-05-30

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Columbus, 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
Famous Cleans, Llc (Self-Employed) Columbus OH 01/2021 05/2023
Cleveland Ave Cafe Columbus OH 05/2019 12/2020
Grand Day Cafe Columbus OH 01/2018 12/2018
Lowes Home Improvement Stores Columbus OH 08/2017 01/2018
Fedex Supply Chain Columbus OH 01/2021 02/2021
Fidelity Investments Columbus OH 05/2023 Present
Paul's Fifth Avenue Restaurant & Catering Columbus OH 01/2019 04/2019
G Brands Grove City OH 02/2018 01/2019
Kohl's Columbus OH 10/2017 12/2017
Raising Canes Columbus OH 06/2015 05/2017
  • 01/2021 → 05/2023
    Famous Cleans, Llc (Self-Employed)
    Columbus, OH
  • 05/2019 → 12/2020
    Cleveland Ave Cafe
    Columbus, OH
  • 01/2018 → 12/2018
    Grand Day Cafe
    Columbus, OH
  • 08/2017 → 01/2018
    Lowes Home Improvement Stores
    Columbus, OH
  • 01/2021 → 02/2021
    Fedex Supply Chain
    Columbus, OH
  • 05/2023 → Present
    Fidelity Investments
    Columbus, OH
  • 01/2019 → 04/2019
    Paul's Fifth Avenue Restaurant & Catering
    Columbus, OH
  • 02/2018 → 01/2019
    G Brands
    Grove City, OH
  • 10/2017 → 12/2017
    Kohl's
    Columbus, OH
  • 06/2015 → 05/2017
    Raising Canes
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2023-12-07
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2023-12-07
Other Names
  • Jasmine Latara Stepp
  • Jasmine Stepp

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

More in Columbus, OH

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