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Jennifer D Carlson

Strategic Advisers LLC

Bradenton, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-14
FL RA APPROVED 2025-04-16
  • TX RA
    APPROVED_RES
    Since 2026-07-14
  • FL RA
    APPROVED
    Since 2025-04-16

Branch Locations

Bradenton, FL • 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
Fidelity Brokerage Services Llc Marlborough MA 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Marlborough, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2024-04-23
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2005-12-09 → 2018-07-13
    Strategic Advisers Llc
    Odessa, FL
    Smithfield, RI
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-09
S63 Uniform Securities Agent State Law Examination 1993-07-06
  • S66 Uniform Combined State Law Examination
    2005-03-09
  • S63 Uniform Securities Agent State Law Examination
    1993-07-06
Other Names
  • Jennifer Fang
  • Jennifer Diane Sorn
  • Jennifer Diane Carlson

View on SEC IAPD

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