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Jamie M. Reynolds

Strategic Advisers LLC

San Juan Capistrano, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Juan Capistrano, CA • 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 Mission Viejo CA 04/2007 08/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2019
Morgan Stanley Irvine CA 08/2019 12/2019
Fidelity Brokerage Services Llc Mission Viejo CA 04/2020 Present
Unemployed Na CA 12/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2007 → 08/2019
    Fidelity Brokerage Services Llc
    Mission Viejo, CA
  • 07/2018 → 08/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2019 → 12/2019
    Morgan Stanley
    Irvine, CA
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Mission Viejo, CA
  • 12/2019 → 04/2020
    Unemployed
    Na, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
    San Juan Capistrano, CA
  • 2019-08-21 → 2019-12-23
    Morgan Stanley
    Irvine, CA
    Newport Beach, CA
    Newport Beach, CA
  • 2018-07-13 → 2019-08-12
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-11-01 → 2018-07-13
    Strategic Advisers Llc
    Mission Viejo, CA
    Katy, TX
    Irvine, CA
    San Juan Capistrano, CA
    Viejo, CA
    Mission Viejo, CA
    San Juan Capistrano, CA
Other Businesses

OBA-132111|OrgNmn:None - reselling clothing under my own name, no biz.|Org Addr:San Juan C,California,US|OBA Nature:Reselling clothing|Invst Rel:N|Title:n/a|Duties:Posting personal clothing on a website 1-2x a month and shipping to buyer 1-2x a month|StrtDt:07-24-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-28
S63 Uniform Securities Agent State Law Examination 2007-10-15
  • S66 Uniform Combined State Law Examination
    2010-10-28
  • S63 Uniform Securities Agent State Law Examination
    2007-10-15
Other Names
  • Jamie Michelle Greenly
  • Jamie Michelle Reynolds

View on SEC IAPD

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