Trevor Jackson

Strategic Advisers LLC

Hilton Head Island, SC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-31

SC RA
APPROVED

Since 2025-03-31

Branch Locations

Bluffton, SC • United States

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • 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

Organization	City	State	From	To
Scenic Farms Golf Course	Pine Island	NY	08/2013	09/2018
Walmart	Statesboro	GA	03/2020	05/2020
Fidelity Investments	Hilton Head Island	SC	08/2024	Present
Harness Estates	Goshen	NY	06/2014	06/2022
Audi Hilton Head	Hardeeville	SC	06/2022	08/2024
Fidelity Investments	Boston	MA	03/2025	Present

08/2013 → 09/2018

Scenic Farms Golf Course

Pine Island, NY
03/2020 → 05/2020

Walmart

Statesboro, GA
08/2024 → Present

Fidelity Investments

Hilton Head Island, SC
06/2014 → 06/2022

Harness Estates

Goshen, NY
06/2022 → 08/2024

Audi Hilton Head

Hardeeville, SC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-01-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bluffton, SC

Hilton Head Island, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-10

S66 Uniform Combined State Law Examination

2025-01-10

View on SEC IAPD

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