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Bradley Jamison Blackshire

Strategic Advisers LLC

San Francisco, CA

San Francisco, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

San Francisco, CA • United States

San Francisco, CA • United States

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • 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
Edward Jones St Louis MO 10/2017 07/2019
Philz Coffee Palo Alto CA 05/2016 10/2016
Philz Coffee San Mateo CA 10/2016 10/2017
Fidelity Brokerage Services Berkeley CA 08/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 07/2019
    Edward Jones
    St Louis, MO
  • 05/2016 → 10/2016
    Philz Coffee
    Palo Alto, CA
  • 10/2016 → 10/2017
    Philz Coffee
    San Mateo, CA
  • 08/2019 → Present
    Fidelity Brokerage Services
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
  • 2017-12-14 → 2019-08-09
    Edward Jones
    Albany, CA
    Torrance, CA
    St Louis, MO
    Alameda, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-12
  • S66 Uniform Combined State Law Examination
    2017-12-12
Other Names
  • Bradley Jamison Blackshire
  • Bradley J Blackshire

View on SEC IAPD

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