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Jeffrey J. Abrams

Strategic Advisers LLC

Princeton, NJ

Langhorne, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States

Langhorne, PA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 09/2004 11/2024
Bank Of America, N.A. Pennington NJ 08/2011 11/2024
Fidelity Investments Princeton NJ 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2004 → 11/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 08/2011 → 11/2024
    Bank Of America, N.A.
    Pennington, NJ
  • 12/2024 → Present
    Fidelity Investments
    Princeton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Langhorne, PA
    Princeton, NJ
  • 2006-05-19 → 2024-11-19
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
    Paoli, PA
    Columbia, MD
    Paoli, PA
    Lionville, PA
    Pennington, NJ
    Pennington, NJ
    Pennington, NJ
    Pennington, NJ
    Philadelphia, PA
    Philadelphia, PA
    Pennington, NJ
    Langhorne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-18
  • S66 Uniform Combined State Law Examination
    2006-05-18
Other Names
  • Jeffrey J Abrams
  • Jeffrey Joseph Abrams
  • Jeffrey Abrams

View on SEC IAPD

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