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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Littleton, CO • 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 Greenwood Village CO 06/2013 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-123713|OrgNmn:Jefferson County Public Library|Org Addr:Lakewood,Colorado,US|OBA Nature:The Jefferson County Public Li|Invst Rel:N|Title:Trustee, Jefferson County Public |Duties:JCPL Trustees are appointed by the Jefferson County Board of County Commissioners. The seven-member Library Board of Trustees uses the Carver |StrtDt:10-15-25|TotHrs/mon:4|TrdHrs/mon:0|OBA-95514|OrgNmn:Boys and Girls Clubs of Metro Denver|Org Addr:Denver,Colorado,US|OBA Nature:Governing Board of Directors|Invst Rel:N|Title:Vice Chairwoman - Board Member|Duties:Serve as the Vice Chair on the Board of Directors to help move forward initiatives of the Boys and Girls Clubs of Metro Denver.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
S63 Uniform Securities Agent State Law Examination 2010-12-16
  • S66 Uniform Combined State Law Examination
    2021-07-09
  • S63 Uniform Securities Agent State Law Examination
    2010-12-16
Other Names
  • Nikki Jain
  • Najuk Jain

View on SEC IAPD

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