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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Antrim, NH • 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
Fidelity Investments Merrimack NH 12/2022 Present
Maine Dog Containment Inc Falmouth ME 03/2021 10/2022
Atlas Fireworks Amherst NH 09/2020 03/2021
Unemployment Rindge NH 04/2020 09/2020
Liquidus Pool Services Dallas TX 08/2019 03/2020
Verizon Wireless Zone Concord NH 08/2017 08/2018
Amoskeag Beverages Bow NH 05/2018 06/2018
Atlas Fireworks Amherst NH 09/2018 08/2019
Don Whites Timonium Cockeysville MD 01/2017 08/2017
Atlas Fireworks Jaffrey NH 09/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2021 → 10/2022
    Maine Dog Containment Inc
    Falmouth, ME
  • 09/2020 → 03/2021
    Atlas Fireworks
    Amherst, NH
  • 04/2020 → 09/2020
    Unemployment
    Rindge, NH
  • 08/2019 → 03/2020
    Liquidus Pool Services
    Dallas, TX
  • 08/2017 → 08/2018
    Verizon Wireless Zone
    Concord, NH
  • 05/2018 → 06/2018
    Amoskeag Beverages
    Bow, NH
  • 09/2018 → 08/2019
    Atlas Fireworks
    Amherst, NH
  • 01/2017 → 08/2017
    Don Whites Timonium
    Cockeysville, MD
  • 09/2016 → 01/2017
    Atlas Fireworks
    Jaffrey, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sanbornton, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-10-31
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-10-31
Other Names
  • Jared Dean Stephenson
  • Jared Stephenson

View on SEC IAPD

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