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Jennifer Lightman

Strategic Advisers LLC

Cumberland, RI

Smithfield, RI

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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
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cumberland, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Hebrew Senior Life Dedham MA 02/2011 09/2021
Fidelity Investments Smithfield RI 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2011 → 09/2021
    Hebrew Senior Life
    Dedham, MA
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
S63 Uniform Securities Agent State Law Examination 2022-02-11
  • S66 Uniform Combined State Law Examination
    2022-10-28
  • S63 Uniform Securities Agent State Law Examination
    2022-02-11
Other Names
  • Jennifer Elaine Concannon
  • Jennifer Elaine Kenney
  • Jennifer Elaine Lightman

View on SEC IAPD

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