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Jill Feroldi Benson

Strategic Advisers LLC

Burlington, MA

Burlington, MA

Marblehead, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1500 District Ave, Burlington, MA 01803 • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Marblehead, MA • 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
Trackmaven Washington DC 01/2016 10/2016
Fidelity Investments Washington DC 11/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 10/2016
    Trackmaven
    Washington, DC
  • 11/2016 → Present
    Fidelity Investments
    Washington, DC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
S63 Uniform Securities Agent State Law Examination 2017-05-10
  • S66 Uniform Combined State Law Examination
    2019-03-04
  • S63 Uniform Securities Agent State Law Examination
    2017-05-10
Other Names
  • Jill Ellen Feroldi
  • Jill Ellen Benson

View on SEC IAPD

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