Jodie Gilbert

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-08
CO	RA	APPROVED	2025-10-24

TX RA
APPROVED

Since 2026-01-08
CO RA
APPROVED

Since 2025-10-24

Branch Locations

Louisville, CO • 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
University Of Colorado Law School	Boulder	CO	08/2013	02/2018
Self Employed - Watershed Estate Planning Llc	Boulder	CO	03/2020	05/2025
Rutherford Law Center	Arvada	CO	11/2023	04/2024
Fidelity Investments	Denver	CO	05/2025	Present
Howard Bernstein P.C.	Boulder	CO	08/2019	03/2020
Jmg Law Llc	Louisville	CO	03/2019	07/2019
Stone Law Llc	Loveland	CO	10/2017	04/2019

08/2013 → 02/2018

University Of Colorado Law School

Boulder, CO
03/2020 → 05/2025

Self Employed - Watershed Estate Planning Llc

Boulder, CO
11/2023 → 04/2024

Rutherford Law Center

Arvada, CO
05/2025 → Present

Fidelity Investments

Denver, CO
08/2019 → 03/2020

Howard Bernstein P.C.

Boulder, CO
03/2019 → 07/2019

Jmg Law Llc

Louisville, CO
10/2017 → 04/2019

Stone Law Llc

Loveland, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-21

S66 Uniform Combined State Law Examination

2025-10-21

Other Names

Jodie Gilbert
Jodie Montgomery Gilbert

View on SEC IAPD

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