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Alan Jeffers

Strategic Advisers LLC

Merrimack, NH

Middleton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Middleton, MA • 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 Merrimack NH 03/2019 10/2022
Shoregroup Solutions Burlington MA 07/2017 11/2018
Cambridge Focus Maynard MA 11/2018 03/2019
Pepperdine University Volunteer Center Malibu CA 08/2016 04/2017
Pepperdine University Malibu CA 08/2016 04/2017
Fidelity Investments Merrimack NH 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 10/2022
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2017 → 11/2018
    Shoregroup Solutions
    Burlington, MA
  • 11/2018 → 03/2019
    Cambridge Focus
    Maynard, MA
  • 08/2016 → 04/2017
    Pepperdine University Volunteer Center
    Malibu, CA
  • 08/2016 → 04/2017
    Pepperdine University
    Malibu, CA
  • 10/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-06-27 → 2021-04-19
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24
Other Names
  • Alan Badgley Jeffers
  • Alan Jeffers
  • Jeffers Alan

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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