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Jack J. Defevers

Strategic Advisers LLC

Covington, KY

Fort Thomas, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Fort Thomas, 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
Self Employed Fort Thomas KY 10/2016 06/2017
Black Letter Discovery Cincinnati OH 02/2017 02/2017
American Legal Publishing Corp. Cincinnati OH 09/2010 10/2016
Axa-Advisors,Llc New York NY 06/2017 07/2019
The Prudential Insurance Company Of America Cincinnati OH 07/2019 11/2020
Pruco Securities Llc Cincinnati OH 07/2019 11/2020
Fidelity Investments Covington KY 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 06/2017
    Self Employed
    Fort Thomas, KY
  • 02/2017 → 02/2017
    Black Letter Discovery
    Cincinnati, OH
  • 09/2010 → 10/2016
    American Legal Publishing Corp.
    Cincinnati, OH
  • 06/2017 → 07/2019
    Axa-Advisors,Llc
    New York, NY
  • 07/2019 → 11/2020
    The Prudential Insurance Company Of America
    Cincinnati, OH
  • 07/2019 → 11/2020
    Pruco Securities Llc
    Cincinnati, OH
  • 11/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2019-07-29 → 2020-11-23
    Pruco Securities, Llc.
    Cincinnati, OH
    West Chester, OH
  • 2017-08-11 → 2019-07-26
    Equitable Advisors, Llc
    Cincinnati, OH
    Fort Thomas, KY
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-28
S63 Uniform Securities Agent State Law Examination 2017-06-28
  • S65 Uniform Investment Adviser Law Examination
    2017-07-28
  • S63 Uniform Securities Agent State Law Examination
    2017-06-28
Other Names
  • Jack J. Defevers Jr.
  • Jack Jerome Defevers Jr
  • Jack Jerome Defevers
  • Jack Jerome Defevers
  • Jack Jerome Defevers
  • Jack Defevers

View on SEC IAPD

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