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Nolan Jewell

Strategic Advisers LLC

Covington, KY

Newport, 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 2025-10-22
TX RA APPROVED 2025-10-22
  • KY RA
    APPROVED
    Since 2025-10-22
  • TX RA
    APPROVED
    Since 2025-10-22

Branch Locations

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

Newport, 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
Kroger Mason OH 05/2022 05/2024
Whitaker Bank Lexington KY 08/2023 05/2025
Fidelity Investments Covington KY 07/2025 Present
Amazon Lexington KY 12/2022 12/2022
Unemployed Mason OH 05/2025 07/2025
Topgolf West Chester OH 05/2021 11/2021
Wendy'S Mason OH 06/2020 08/2020
St. Susanna Mason OH 08/2012 08/2017
Fidelity Investments Covington KY 06/2024 08/2024
St. Xavier High School Cincinnati OH 08/2017 05/2021
University Of Kentucky Lexington KY 08/2021 05/2025
  • 05/2022 → 05/2024
    Kroger
    Mason, OH
  • 08/2023 → 05/2025
    Whitaker Bank
    Lexington, KY
  • 07/2025 → Present
    Fidelity Investments
    Covington, KY
  • 12/2022 → 12/2022
    Amazon
    Lexington, KY
  • 05/2025 → 07/2025
    Unemployed
    Mason, OH
  • 05/2021 → 11/2021
    Topgolf
    West Chester, OH
  • 06/2020 → 08/2020
    Wendy'S
    Mason, OH
  • 08/2012 → 08/2017
    St. Susanna
    Mason, OH
  • 06/2024 → 08/2024
    Fidelity Investments
    Covington, KY
  • 08/2017 → 05/2021
    St. Xavier High School
    Cincinnati, OH
  • 08/2021 → 05/2025
    University Of Kentucky
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

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EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
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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