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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

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, CA • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Campbell CA 12/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → Present
    Fidelity Brokerage Services Llc
    Campbell, CA
  • 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
    Campbell, CA
    San Jose, CA
  • 2015-01-22 → 2018-07-13
    Campbell, CA
  • 2011-08-26 → 2014-11-18
    Securian Financial Services, Inc.
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-13
  • S66 Uniform Combined State Law Examination
    2011-05-13
Other Names
  • Jovin Purayampallil Jackson

View on SEC IAPD

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