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Kenneth James Ballard

Strategic Advisers LLC

Edmonds, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Edmonds, WA • 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 01/2020 06/2020
Alaska Usa Federal Credit Union Bothell WA 03/2016 12/2019
Unemployed Bothell WA 06/2020 10/2020
Fred Meyer Jewelers Lynnwood WA 10/2020 08/2021
Fidelity Investments Bothell WA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 06/2020
    Edward Jones
    St Louis, MO
  • 03/2016 → 12/2019
    Alaska Usa Federal Credit Union
    Bothell, WA
  • 06/2020 → 10/2020
    Unemployed
    Bothell, WA
  • 10/2020 → 08/2021
    Fred Meyer Jewelers
    Lynnwood, WA
  • 08/2021 → Present
    Fidelity Investments
    Bothell, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bothell, WA
  • 2020-03-17 → 2020-05-06
    Edward Jones
    St Louis, MO
    Bothell, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-16
  • S66 Uniform Combined State Law Examination
    2020-03-16
Other Names
  • Kenny Ballard
  • Ken Ballard
  • Kenneth James Ballard
  • Kenneth Ballard

View on SEC IAPD

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