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Jamie Nicole Tailford

Strategic Advisers LLC

Toledo, 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 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Toledo, 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
J. Alexander's Llc Toledo OH 05/1998 03/2019
Fidelity Investments Cleveland OH 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/1998 → 03/2019
    J. Alexander's Llc
    Toledo, OH
  • 03/2019 → Present
    Fidelity Investments
    Cleveland, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-29
  • S66 Uniform Combined State Law Examination
    2019-07-29

View on SEC IAPD

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