Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Newmarket, NH • 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
Kendall Pond Pizza Windham NH 05/2017 08/2017
Uts Of Massachusetts Stoneham MA 05/2018 08/2018
Western New England University Springfield MA 08/2016 05/2017
Western New England University Springfield MA 08/2017 05/2018
Western New England University Springfield MA 08/2018 05/2019
Messina's Carpet And Flooring Salem NH 05/2019 08/2019
Mutual Of Omaha Investor Services Braintree MA 09/2019 08/2020
Mutual Of Omaha Insurance Company Braintree MA 08/2019 08/2020
Fidelity Investments Merrimack NH 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    Kendall Pond Pizza
    Windham, NH
  • 05/2018 → 08/2018
    Uts Of Massachusetts
    Stoneham, MA
  • 08/2016 → 05/2017
    Western New England University
    Springfield, MA
  • 08/2017 → 05/2018
    Western New England University
    Springfield, MA
  • 08/2018 → 05/2019
    Western New England University
    Springfield, MA
  • 05/2019 → 08/2019
    Messina's Carpet And Flooring
    Salem, NH
  • 09/2019 → 08/2020
    Mutual Of Omaha Investor Services
    Braintree, MA
  • 08/2019 → 08/2020
    Mutual Of Omaha Insurance Company
    Braintree, MA
  • 09/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-02
S65 Uniform Investment Adviser Law Examination 2019-10-26
  • S63 Uniform Securities Agent State Law Examination
    2021-02-02
  • S65 Uniform Investment Adviser Law Examination
    2019-10-26
Other Names
  • Kurtis Brady Jolicoeur
  • Kurtis Jolicoeur

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor