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Mikaela Victoria Baker

Strategic Advisers LLC

Phoenix, AZ

Peoria, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Phoenix, AZ • United States

7565 West Bell Road, Peoria, AZ 85382-3829 • 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
Charles Schwab & Co., Inc. Chandler AZ 07/2019 10/2022
University Of Arizona Recreation Tucson AZ 11/2017 05/2019
Cochise College Sierra Vista AZ 06/2016 05/2017
University Of Arizona Tucson AZ 08/2017 05/2019
Charles Schwab & Co., Inc. Orlando FL 06/2018 08/2018
Charles Schwab Bank, Ssb Chandler AZ 01/2022 10/2022
Fidelity Investments Scottsdale AZ 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 10/2022
    Charles Schwab & Co., Inc.
    Chandler, AZ
  • 11/2017 → 05/2019
    University Of Arizona Recreation
    Tucson, AZ
  • 06/2016 → 05/2017
    Cochise College
    Sierra Vista, AZ
  • 08/2017 → 05/2019
    University Of Arizona
    Tucson, AZ
  • 06/2018 → 08/2018
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 01/2022 → 10/2022
    Charles Schwab Bank, Ssb
    Chandler, AZ
  • 10/2022 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
  • 2022-04-13 → 2022-10-17
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Chandler, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-13
S63 Uniform Securities Agent State Law Examination 2021-11-20
  • S66 Uniform Combined State Law Examination
    2022-04-13
  • S63 Uniform Securities Agent State Law Examination
    2021-11-20
Other Names
  • Mikaela V. Jamka
  • Mikaela V Jamka
  • Mikaela Jamka
  • Mikaela Victoria Jamka

View on SEC IAPD

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