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Jack Joseph Mulloney

Strategic Advisers LLC

Lexington, KY

Lexington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • United States

Lexington, KY • 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 Investments Covington KY 03/2022 Present
Total Quality Logistics Cincinnati OH 08/2018 03/2022
Jimmy Johns Cincinnati OH 11/2017 05/2018
Jimmy Johns Cincinnati OH 05/2016 10/2017
Unemployed Cincinnati OH 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2018 → 03/2022
    Total Quality Logistics
    Cincinnati, OH
  • 11/2017 → 05/2018
    Jimmy Johns
    Cincinnati, OH
  • 05/2016 → 10/2017
    Jimmy Johns
    Cincinnati, OH
  • 05/2018 → 08/2018
    Unemployed
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2023-03-13
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08

View on SEC IAPD

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