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Jeffrey Barbour Dunkle

Strategic Advisers LLC

Portland, ME

Freeport, ME

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Freeport, ME • 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
Mfs Fund Distributors, Inc. Boston MA 08/2013 05/2017
Ubs Financial Services Inc. Portland ME 05/2017 06/2020
Fidelity Brokerage Services Llc Portland ME 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 05/2017 → 06/2020
    Ubs Financial Services Inc.
    Portland, ME
  • 07/2020 → Present
    Fidelity Brokerage Services Llc
    Portland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
  • 2017-07-13 → 2020-07-31
    Ubs Financial Services Inc.
    Rochester, NY
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-13
S63 Uniform Securities Agent State Law Examination 2013-09-17
  • S66 Uniform Combined State Law Examination
    2017-07-13
  • S63 Uniform Securities Agent State Law Examination
    2013-09-17
Other Names
  • Jeffrey B Dunkle

View on SEC IAPD

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