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Timothy Jolley

Strategic Advisers LLC

Covington, KY

Taylor Mill, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-08-13
TX RA APPROVED 2026-08-13
  • KY RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Taylor Mill, KY • 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
Aerotek Florence KY 04/2022 06/2022
Scott High School Taylor Mill KY 08/2014 05/2017
University Of Kentucky Lexington KY 08/2017 05/2021
Full Time Student Taylor Mill KY 10/2012 05/2021
Chipotle Covington KY 07/2017 09/2017
Lowes Florence KY 04/2017 06/2017
Fedex Ground Independence KY 12/2017 08/2020
United Parcel Service Lexington KY 11/2020 01/2021
Montgomery Inn Cincinnati OH 06/2016 12/2016
Total Quality Logistics Cincinnati OH 06/2021 03/2022
Unemployed Taylor Mill KY 06/2022 10/2022
Fidelity Investments Covington KY 10/2022 Present
  • 04/2022 → 06/2022
    Aerotek
    Florence, KY
  • 08/2014 → 05/2017
    Scott High School
    Taylor Mill, KY
  • 08/2017 → 05/2021
    University Of Kentucky
    Lexington, KY
  • 10/2012 → 05/2021
    Full Time Student
    Taylor Mill, KY
  • 07/2017 → 09/2017
    Chipotle
    Covington, KY
  • 04/2017 → 06/2017
    Lowes
    Florence, KY
  • 12/2017 → 08/2020
    Fedex Ground
    Independence, KY
  • 11/2020 → 01/2021
    United Parcel Service
    Lexington, KY
  • 06/2016 → 12/2016
    Montgomery Inn
    Cincinnati, OH
  • 06/2021 → 03/2022
    Total Quality Logistics
    Cincinnati, OH
  • 06/2022 → 10/2022
    Unemployed
    Taylor Mill, KY
  • 10/2022 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10
Other Names
  • Timothy Jolley
  • Timothy Ronald Jolley

View on SEC IAPD

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TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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