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Justin Michael Heim

Strategic Advisers LLC

Milwaukee, WI

Brookfield, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Milwaukee, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Milio'S Sandwiches Madison WI 09/2016 05/2017
Paul Conard Construction Green Bay WI 05/2017 09/2017
United States Marine Corps San Diego CA 09/2017 09/2019
Ups Elm Grove WI 10/2019 12/2019
Postmates Milwaukee WI 12/2019 03/2020
Milwaukee Area Technical College Milwaukee WI 01/2020 05/2020
Paul Conard Construction Milwaukee WI 04/2020 08/2020
Jimmy Johns Milwaukee WI 08/2020 09/2022
Southern New Hampshire University Milwaukee WI 09/2020 12/2022
Grub Hub Milwaukee WI 09/2022 12/2022
Wells Fargo Milwaukee WI 06/2022 01/2023
Fidelity Investments Brookfield WI 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2017
    Milio'S Sandwiches
    Madison, WI
  • 05/2017 → 09/2017
    Paul Conard Construction
    Green Bay, WI
  • 09/2017 → 09/2019
    United States Marine Corps
    San Diego, CA
  • 10/2019 → 12/2019
    Ups
    Elm Grove, WI
  • 12/2019 → 03/2020
    Postmates
    Milwaukee, WI
  • 01/2020 → 05/2020
    Milwaukee Area Technical College
    Milwaukee, WI
  • 04/2020 → 08/2020
    Paul Conard Construction
    Milwaukee, WI
  • 08/2020 → 09/2022
    Jimmy Johns
    Milwaukee, WI
  • 09/2020 → 12/2022
    Southern New Hampshire University
    Milwaukee, WI
  • 09/2022 → 12/2022
    Grub Hub
    Milwaukee, WI
  • 06/2022 → 01/2023
    Wells Fargo
    Milwaukee, WI
  • 01/2023 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2023-05-25
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24
Other Names
  • Justin Michael Heim
  • Justin Heim

View on SEC IAPD

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