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Jonathan E. Lloyd

Strategic Advisers LLC

Burlington, MA

Braintree, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Braintree, MA • 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
Ubs Financial Services Inc. Wellesley MA 09/2018 05/2021
State Street Corporation Boston MA 07/2010 09/2018
Fidelity Investments Burlington MA 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 05/2021
    Ubs Financial Services Inc.
    Wellesley, MA
  • 07/2010 → 09/2018
    State Street Corporation
    Boston, MA
  • 05/2021 → Present
    Fidelity Investments
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
  • 2019-01-17 → 2021-05-18
    Ubs Financial Services Inc.
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-21
S63 Uniform Securities Agent State Law Examination 2015-09-26
  • S66 Uniform Combined State Law Examination
    2018-11-21
  • S63 Uniform Securities Agent State Law Examination
    2015-09-26
Other Names
  • Jonathan Evan Lloyd
  • Jonathan Lloyd

View on SEC IAPD

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Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
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EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
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