Best Investors Account Sign in

Jessica Renee Webb

Strategic Advisers LLC

Middleburg, FL

Jacksonville, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Middleburg, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Charles Schwab & Co., Inc. Indianapolis IN 03/2013 07/2020
Computershare Louisville KY 02/2021 05/2021
Clay County Tax Collector'S Office Green Cove Springs FL 05/2021 04/2022
Fidelity Investments Jacksonville FL 04/2022 Present
Unemployment Orange Park FL 07/2020 02/2021
Etsy Orange Park FL 04/2020 11/2021
Postmates Orange Park FL 12/2020 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → 07/2020
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 02/2021 → 05/2021
    Computershare
    Louisville, KY
  • 05/2021 → 04/2022
    Clay County Tax Collector'S Office
    Green Cove Springs, FL
  • 04/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2020 → 02/2021
    Unemployment
    Orange Park, FL
  • 04/2020 → 11/2021
    Etsy
    Orange Park, FL
  • 12/2020 → 02/2021
    Postmates
    Orange Park, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-114397|OrgNmn:TikTok Shop Affiliate|Org Addr:Orange Par,Florida,US|OBA Nature:Social Media - TikTok Shop Aff|Invst Rel:N|Title:Independent Contractor|Duties:Popsting content on TikTok related to household products. |StrtDt:11-18-24|TotHrs/mon:15|TrdHrs/mon:0|OBA-125013|OrgNmn:Jess Between LLC|Org Addr:Orange Par,Florida,US|OBA Nature:Jess Between LLC is a small, i|Invst Rel:N|Title:Sole Proprietor|Duties:Owner / Operator|StrtDt:12-15-25|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-13
S63 Uniform Securities Agent State Law Examination 2015-03-16
  • S66 Uniform Combined State Law Examination
    2022-09-13
  • S63 Uniform Securities Agent State Law Examination
    2015-03-16
Other Names
  • Jessica Renee Webb
  • Jessica Webb

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
BLACK CREEK WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

RICHARD SCOTT MORRIS
Noah P Janda
CORY MATTHEW SHRADER
Shawn David Michael Chapman
RUSSELL ALLAN VORHIS JR.
ROSE MARY ELLISOR
Wendy Janisch Wolfe
Annette Marie Bowald

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Middleburg, FL
LPL FINANCIAL LLC · MIDDLEBURG, FL
BLACK CREEK WEALTH MANAGEMENT, LLC · FLEMING ISLAND, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JACKSONVILLE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Orange Park, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fleming Island, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Jacksonville, FL
ADVISOR SHARE WEALTH MANAGEMENT, LLC · Fleming Island, FL

More in Middleburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor