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Jo-Ann Adams Holden

Strategic Advisers LLC

Old Greenwich, CT

Greenwich, CT

CRD 2748384

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Old Greenwich, CT • United States

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • 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
Jmp Securities Llc New York NY 09/2013 01/2020
Openexchange Inc. New York NY 07/2021 07/2022
Unemployed New York NY 01/2020 07/2021
Scholars Of Finance New York NY 07/2022 05/2023
Fidelity Investments Fairfield CT 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 01/2020
    Jmp Securities Llc
    New York, NY
  • 07/2021 → 07/2022
    Openexchange Inc.
    New York, NY
  • 01/2020 → 07/2021
    Unemployed
    New York, NY
  • 07/2022 → 05/2023
    Scholars Of Finance
    New York, NY
  • 06/2023 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
Other Businesses

OBA-112948|OrgNmn:J Crew|Org Addr:Greenwich,Connecticu,US|OBA Nature:Clothing Retail|Invst Rel:N|Title:Employee|Duties:Customer service, store tasks (organizing, stocking, styling).|StrtDt:09-21-24|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
S63 Uniform Securities Agent State Law Examination 2001-01-29
  • S66 Uniform Combined State Law Examination
    2023-09-11
  • S63 Uniform Securities Agent State Law Examination
    2001-01-29
Other Names
  • Jody Adams Holden
  • Joann Adams Holden

View on SEC IAPD

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