Jeff Hodgeman

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-08-18
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OH RA
APPROVED

Since 2026-08-18
KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Highland Heights, KY • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
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	Covington	KY	08/2010	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2010 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-03-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-08
S63	Uniform Securities Agent State Law Examination	2010-11-08

S66 Uniform Combined State Law Examination

2024-02-08
S63 Uniform Securities Agent State Law Examination

2010-11-08

Other Names

Jeff Hodgeman
Jeff Raymond Hodgeman

View on SEC IAPD