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Jack Mitchell Poirier

Strategic Advisers LLC

Covington, KY

Independence, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-27
TX RA APPROVED 2025-10-27
  • KY RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Independence, KY • 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
Liberty University Independence KY 05/2016 05/2024
L & N Federal Credit Union Ft Wright KY 02/2020 05/2021
Asplundh Tree Expert Batesville IN 12/2019 02/2020
Fidelity Investments Covington KY 09/2024 Present
Fairway Mortgage Batavia OH 01/2022 04/2022
Silverlake The Family Place Erlanger KY 12/2018 12/2019
Asplundh Tree Expert Sunman IN 04/2022 08/2024
Umc Food Ministry Latonia KY 03/2016 12/2018
  • 05/2016 → 05/2024
    Liberty University
    Independence, KY
  • 02/2020 → 05/2021
    L & N Federal Credit Union
    Ft Wright, KY
  • 12/2019 → 02/2020
    Asplundh Tree Expert
    Batesville, IN
  • 09/2024 → Present
    Fidelity Investments
    Covington, KY
  • 01/2022 → 04/2022
    Fairway Mortgage
    Batavia, OH
  • 12/2018 → 12/2019
    Silverlake The Family Place
    Erlanger, KY
  • 04/2022 → 08/2024
    Asplundh Tree Expert
    Sunman, IN
  • 03/2016 → 12/2018
    Umc Food Ministry
    Latonia, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2024-12-20
Other Names
  • Jack M Poirier
  • Jack Poirier

View on SEC IAPD

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JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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