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Mekenzie Rae Jones

Strategic Advisers LLC

Enumclaw, WA

Tukwila, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Enumclaw, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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
Edward Jones St Louis MO 09/2019 05/2022
Shiloh House Littleton CO 05/2018 09/2019
Holland Partner Group Denver CO 06/2017 05/2018
Pacific Lutheran University Tacoma WA 08/2016 06/2017
Pacific Lutheran University Tacoma WA 01/2016 05/2017
St. Vrain Valley School District Longmont CO 03/2019 07/2019
Full-Time Education (College) Tacoma WA 09/2013 05/2017
Fidelity Investments Tukwila WA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 05/2022
    Edward Jones
    St Louis, MO
  • 05/2018 → 09/2019
    Shiloh House
    Littleton, CO
  • 06/2017 → 05/2018
    Holland Partner Group
    Denver, CO
  • 08/2016 → 06/2017
    Pacific Lutheran University
    Tacoma, WA
  • 01/2016 → 05/2017
    Pacific Lutheran University
    Tacoma, WA
  • 03/2019 → 07/2019
    St. Vrain Valley School District
    Longmont, CO
  • 09/2013 → 05/2017
    Full-Time Education (College)
    Tacoma, WA
  • 05/2022 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
  • 2019-11-26 → 2022-05-10
    Edward Jones
    St Louis, MO
    Longmont, CO
    Longmont, CO
    Longmont, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
  • S66 Uniform Combined State Law Examination
    2019-11-22
Designations
Other Names
  • Mekenzie Rae Voellger
  • Mekenzie Voellger
  • Mekenzie Jones
  • Mekenzie Rae Jones

View on SEC IAPD

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