Jennifer Johnson Meredith

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-10
GA	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Usaa Financial Advisors, Inc	Atlanta	GA	08/2015	03/2019
Usaa Financial Planning Services	Atlanta	GA	08/2015	03/2019
Usaa Investment Management Company	San Antonio	TX	01/2018	03/2019
Fidelity Brokerage Services	Dunwoody	GA	04/2019	11/2020
Morgan Stanley	Atlanta	GA	11/2020	03/2024
Fidelity Investments	Alpharetta	GA	03/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

2024-05-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Alpharetta, GA
2021-01-22 → 2024-03-13

Morgan Stanley

Atlanta, GA
2019-05-08 → 2020-10-15

Fidelity Personal And Workplace Advisors

Dunwoody, GA
2018-01-08 → 2019-04-26

Usaa Investment Services Company

San Antonio, TX
2015-12-11 → 2018-01-08

Usaa Financial Planning Services

Atlanta, GA

Atlanta, GA
2014-06-04 → 2015-07-23

Lpl Financial Llc

Birmingham, AL
2013-01-09 → 2014-04-08

Td Ameritrade, Inc.

Birmingham, AL
2013-01-09 → 2014-04-08

Td Ameritrade Investment Management, Llc

Birmingham, AL
2012-09-20 → 2012-11-30

Charles Schwab & Co., Inc.

Mountain Brook, AL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-15
S63	Uniform Securities Agent State Law Examination	2012-09-17

Other Firms