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Jonathan Patrick Mulcahy

Strategic Advisers LLC

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Philadelphia, PA • 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
Wells Fargo Bank, Na Philadelphia PA 06/2014 12/2021
Wells Fargo Clearing Services, Llc Philadelphia PA 10/2018 12/2021
Fidelity Investments Philadelphia PA 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 12/2021
    Wells Fargo Bank, Na
    Philadelphia, PA
  • 10/2018 → 12/2021
    Wells Fargo Clearing Services, Llc
    Philadelphia, PA
  • 12/2021 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-07-24 → 2021-12-15
    Wells Fargo Clearing Services, Llc
    Philadelphia, PA
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-24
S63 Uniform Securities Agent State Law Examination 2019-04-15
  • S65 Uniform Investment Adviser Law Examination
    2021-07-24
  • S63 Uniform Securities Agent State Law Examination
    2019-04-15
Other Names
  • Jonathan Mulcahy
  • Jonathan Patrick Mulcahy

View on SEC IAPD

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