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Jared Michael Lord

Strategic Advisers LLC

Chicago, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-05-07
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Chicago, IL • 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 Service Llc Jacksonville FL 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Brokerage Service Llc
    Jacksonville, FL
  • 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
    Washington, DC
    Chicago, IL
    Chicago, IL
  • 2011-07-18 → 2018-07-13
    Strategic Advisers Llc
    Tysons Corner, VA
    Jacksonville, FL
Other Businesses

OBA-121604|OrgNmn:Gillie LLC|Org Addr:Chicago IL,Illinois,US|OBA Nature:Linkedin for Babysitters |Invst Rel:N|Title:Founder|Duties:Find and attract qualified babysitters and parents to used our service|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-14
S63 Uniform Securities Agent State Law Examination 2010-10-28
  • S66 Uniform Combined State Law Examination
    2011-07-14
  • S63 Uniform Securities Agent State Law Examination
    2010-10-28
Designations
Other Names
  • Jared Lord

View on SEC IAPD

Other Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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