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Jeffrey Ashby

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Northeast Florida Executive Health Clinic Jacksonville FL 09/2020 09/2022
Safe Haven Security Services Llc Jacksonville FL 10/2022 10/2022
Shipt Grocery Delivery Service Ponte Vedra Beach FL 01/2018 08/2019
College Hunks Hauling Junk And Moving Jacksonville FL 05/2017 09/2017
Fidelity Investments Jacksonville FL 12/2022 Present
Florida State College Of Jacksonville Jacksonville FL 08/2016 05/2017
University Of North Florida Jacksonville FL 05/2017 08/2019
Unemployed Saint Augustine FL 08/2019 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 09/2022
    Northeast Florida Executive Health Clinic
    Jacksonville, FL
  • 10/2022 → 10/2022
    Safe Haven Security Services Llc
    Jacksonville, FL
  • 01/2018 → 08/2019
    Shipt Grocery Delivery Service
    Ponte Vedra Beach, FL
  • 05/2017 → 09/2017
    College Hunks Hauling Junk And Moving
    Jacksonville, FL
  • 12/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2016 → 05/2017
    Florida State College Of Jacksonville
    Jacksonville, FL
  • 05/2017 → 08/2019
    University Of North Florida
    Jacksonville, FL
  • 08/2019 → 09/2020
    Unemployed
    Saint Augustine, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2024-05-23
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10
Other Names
  • Jeffrey Turner Ashby
  • Jeffrey Ashby

View on SEC IAPD

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RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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