Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
OH RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2026-02-04
  • OH RA
    APPROVED
    Since 2025-06-03

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Mayfield Heights, OH • 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
Rocket Mortgage Cleveland OH 10/2020 07/2022
Lincoln Electric Euclid OH 01/2019 09/2020
Porsche Of Beachwood Beachwood OH 01/2017 01/2018
Honda Of Mentor Mentor OH 01/2016 01/2017
Citizens Bank University Heights OH 10/2022 08/2024
Unemployed Mayfield Heights OH 07/2022 10/2022
Bedford Collision Center Bedford OH 01/2018 01/2019
Fidelity Investments Orange OH 09/2024 Present
  • 10/2020 → 07/2022
    Rocket Mortgage
    Cleveland, OH
  • 01/2019 → 09/2020
    Lincoln Electric
    Euclid, OH
  • 01/2017 → 01/2018
    Porsche Of Beachwood
    Beachwood, OH
  • 01/2016 → 01/2017
    Honda Of Mentor
    Mentor, OH
  • 10/2022 → 08/2024
    Citizens Bank
    University Heights, OH
  • 07/2022 → 10/2022
    Unemployed
    Mayfield Heights, OH
  • 01/2018 → 01/2019
    Bedford Collision Center
    Bedford, OH
  • 09/2024 → Present
    Fidelity Investments
    Orange, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-21
  • S66 Uniform Combined State Law Examination
    2025-01-21
Other Names
  • Jeffory T Harrison

View on SEC IAPD

More in Orange, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor