Jami Merrell

Current Employers

Seia

2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-08-05

VA RA
APPROVED

Since 2024-08-05

Branch Locations

1650 Tysons Boulevard Suite1575, Tysons, VA 22102 • United States

2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • 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

Organization	City	State	From	To
Fidelity Investments	Fairfield	CT	08/2011	07/2024
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	07/2024
Seia Llc	Tysons	VA	08/2024	Present
Ses Llc	Tysons	VA	08/2024	Present

08/2011 → 07/2024

Fidelity Investments

Fairfield, CT
07/2018 → 07/2024

Fidelity Personal And Workplace Advisors

Boston, MA
08/2024 → Present

Seia Llc

Tysons, VA
08/2024 → Present

Ses Llc

Tysons, VA

Previous Registrations

2018-07-13 → 2024-07-30

Fidelity Personal And Workplace Advisors

Boston, MA
2013-02-06 → 2018-07-13

Strategic Advisers Llc

Fairfield, CT

Reston, VA

Other Businesses

SEIA LLC POSITION: Operations & Service Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/05/2024 ADDRESS: 1650 Tysons Boulevard Suite 1575, Tysons, VA 22102, United States DESCRIPTION: RIA sales & service

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-02-05
S63	Uniform Securities Agent State Law Examination	2010-07-12

S65 Uniform Investment Adviser Law Examination

2013-02-05
S63 Uniform Securities Agent State Law Examination

2010-07-12

Other Names

Jami Lynne Hadelman
Jami Lynne Merrell

View on SEC IAPD