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Jolie Mckinnon

Strategic Advisers LLC

Parker, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Parker, 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
OrganizationCityStateFromTo
Oppenheimer Funds Englewood CO 12/2012 05/2019
Fidelity Brokerage Services Llc Greenwood Village CO 02/2020 Present
Sabbatical Parker CO 05/2019 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → 05/2019
    Oppenheimer Funds
    Englewood, CO
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 05/2019 → 02/2020
    Sabbatical
    Parker, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2003-05-19 → 2005-10-14
    Td Ameritrade, Inc.
    Greenwood Village, CO
Other Businesses

OBA-102465|OrgNmn:Overlooked Properties|Org Addr:Laketown,Utah,US|OBA Nature:Real Estate Development|Invst Rel:Y|Title:Partner|Duties:None, only an owner|StrtDt:01-10-05|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2020-02-25
S65 Uniform Investment Adviser Law Examination 1999-04-09
  • S66 Uniform Combined State Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2020-02-25
  • S65 Uniform Investment Adviser Law Examination
    1999-04-09
Other Names
  • Jolie Peterson
  • Jolie Dawn Peterson
  • Jolie Dawn Mckinnon
  • Jolie Mckinnon

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAISA ENERGY LLC
GOOD LIFE ADVISORS, LLC
EDWARD JONES
CAPTRUST
WESTWIND CAPITAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Other Investors

JOHN SANDSTROM
JOE OKABE
GREGORY WILLIAM GILES
JEREMY J MONTAG
DAX RUSH
ANGELA M. SMITH
MIRANDA WILSON RAVIN
WAYNE A. WATTS

Other Offices

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
RAISA ENERGY LLC · CENTENNIAL, CO
GOOD LIFE ADVISORS, LLC · CENTENNIAL, CO
EDWARD JONES · GREENWOOD VILLAGE, CO
CAPTRUST · Greenwood Village, CO
WESTWIND CAPITAL · Centennial, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENWOOD VILLAGE, CO
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT · GREENWOOD VILLAGE, CO

More in Parker, CO

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