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Jamilahre Lenora Mcdowell

Strategic Advisers LLC

Creedmoor, NC

Durham, NC

CRD 7592740

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Creedmoor, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Strayer University Washington DC 01/2018 06/2022
Lady Jane's Raleigh NC 07/2017 10/2022
Fidelity Investments Durham NC 06/2022 Present
Rosalyn Dupree Healthcare Raleigh NC 01/2008 09/2017
Buccaner Shears-Great Clips Smithfeild NC 01/2013 07/2017
Tarheel Clippers-Great Clips Apex NC 01/2012 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 06/2022
    Strayer University
    Washington, DC
  • 07/2017 → 10/2022
    Lady Jane's
    Raleigh, NC
  • 06/2022 → Present
    Fidelity Investments
    Durham, NC
  • 01/2008 → 09/2017
    Rosalyn Dupree Healthcare
    Raleigh, NC
  • 01/2013 → 07/2017
    Buccaner Shears-Great Clips
    Smithfeild, NC
  • 01/2012 → 07/2017
    Tarheel Clippers-Great Clips
    Apex, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-89785|OrgNmn:Lady Jane's|Org Addr:Raleigh,North Caro,US|OBA Nature:Hair salon|Invst Rel:N|Title:Independent Contractor|Duties:hair stylist/barber|StrtDt:07-18-17|TotHrs/mon:28|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-26
  • S66 Uniform Combined State Law Examination
    2022-11-26
Other Names
  • Jamilahre Lenora Mcdowell
  • Jamilahre Lenora Jordan
  • Jamilahre Mcdowell

View on SEC IAPD

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