Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wendell, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 09/2019 08/2021
Onemidwest Financial Partners Indianapolis IN 07/2018 09/2019
Professor Maura O'COnnor Cincinnati OH 09/2017 12/2017
Townepark Cincinnati OH 06/2017 02/2019
Dep's Liquor Outlet Covington KY 09/2015 12/2016
University Of Cincinnati Cincinnati OH 08/2013 12/2017
Fidelity Investments Raleigh NC 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 08/2021
    Cincinnati, OH
  • 07/2018 → 09/2019
    Onemidwest Financial Partners
    Indianapolis, IN
  • 09/2017 → 12/2017
    Professor Maura O'COnnor
    Cincinnati, OH
  • 06/2017 → 02/2019
    Townepark
    Cincinnati, OH
  • 09/2015 → 12/2016
    Dep's Liquor Outlet
    Covington, KY
  • 08/2013 → 12/2017
    University Of Cincinnati
    Cincinnati, OH
  • 09/2021 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-16
  • S66 Uniform Combined State Law Examination
    2020-01-16
Other Names
  • Jonathan Drew
  • Jonathan Michael Drew
  • Jonathan M Drew

View on SEC IAPD

More in Wendell, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor