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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • United States

Western Springs, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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 Investments Highlandpark IL 05/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2010 → Present
    Fidelity Investments
    Highlandpark, IL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Western Springs, IL
    Oak Brook, IL
  • 2010-11-12 → 2018-07-13
    Highland Park, IL
    Chicago, IL
    Highland Park, IL
  • 2009-07-10 → 2010-04-21
    St Louis, MO
    Evanston, IL
Other Businesses

OBA-131678|OrgNmn:Edgewood Valley Country Club|Org Addr:La Grange,Illinois,US|OBA Nature:Golf Club|Invst Rel:N|Title:Greens and Grounds Committee Memb|Duties:The Greens and Grounds Committee shall provide input to the board and the GM regarding the care and maintenance of the golf course, irrigation|StrtDt:03-03-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-15
  • S66 Uniform Combined State Law Examination
    2009-05-15
Other Names
  • Jeffrey Dingman
  • Jeffrey Robert Dingman

View on SEC IAPD

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