Janet V. Bolden

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Palm Coast, 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Washington	DC	06/2009	06/2019
Fidelity Investments	Jacksonville	FL	02/2020	Present
Amerlife	Ormonda	FL	10/2019	02/2021
Unemployed	Palm Coast	FL	07/2019	09/2019
Fidelity Investments	Boston	MA	03/2025	Present

06/2009 → 06/2019

Morgan Stanley Smith Barney

Washington, DC
02/2020 → Present

Fidelity Investments

Jacksonville, FL
10/2019 → 02/2021

Amerlife

Ormonda, FL
07/2019 → 09/2019

Unemployed

Palm Coast, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-05-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL
2009-06-01 → 2019-06-10

Morgan Stanley

Washington, DC

Washington, DC
2009-04-09 → 2009-06-01

Morgan Stanley & Co. Llc

Washington, DC

Annapolis, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-03-31
S63	Uniform Securities Agent State Law Examination	1986-09-09

S66 Uniform Combined State Law Examination

2009-03-31
S63 Uniform Securities Agent State Law Examination

1986-09-09

Other Names

Janet V Allen
Janet Vecina Allen
Janet Vecina Bolden
Janet Bolden

View on SEC IAPD

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