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Jake Craig Mcneely

Strategic Advisers LLC

Melrose, MA

Merrimack, NH

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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

Melrose, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Bellevue Golf Club Melrose MA 03/2017 03/2022
Northwestern Mutual Woburn MA 03/2022 06/2022
Unemployed Melrose MA 01/2013 03/2017
Fidelity Investments Merrimack NH 09/2023 Present
Student Melrose MA 09/2015 06/2019
Student Manchester MA 08/2019 05/2023
Unemployed Melrose MA 05/2023 09/2023
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 03/2022
    Bellevue Golf Club
    Melrose, MA
  • 03/2022 → 06/2022
    Northwestern Mutual
    Woburn, MA
  • 01/2013 → 03/2017
    Unemployed
    Melrose, MA
  • 09/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2015 → 06/2019
    Student
    Melrose, MA
  • 08/2019 → 05/2023
    Student
    Manchester, MA
  • 05/2023 → 09/2023
    Unemployed
    Melrose, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Melrose, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
S63 Uniform Securities Agent State Law Examination 2024-01-03
  • S66 Uniform Combined State Law Examination
    2025-02-28
  • S63 Uniform Securities Agent State Law Examination
    2024-01-03
Other Names
  • Jake Craig Mcneely
  • Jake Mcneely

View on SEC IAPD

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