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Jennifer Kistner

Strategic Advisers LLC

Old Hickory, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Old Hickory, TN • 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
Fidelity Brokerage Services Boston MA 08/2010 09/2016
Fidelity Brokerage Services Llc Boston MA 11/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → 09/2016
    Fidelity Brokerage Services
    Boston, MA
  • 11/2016 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Nashville, TN
  • 2017-01-25 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
  • 2010-10-19 → 2016-10-04
    Strategic Advisers Llc
    Portland, OR
    Campbell, CA
    Salt Lake City, UT
    San Jose, CA
  • 2007-09-25 → 2009-01-29
    Niemann Capital Management Inc
    Los Gatos, CA
  • 2004-07-06 → 2006-07-07
    Ameriprise Advisor Services, Inc.
    Austin, TX
    Austin, TX
  • 1999-01-06 → 2004-06-16
    Ubs Financial Services Inc.
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-09-17
S65 Uniform Investment Adviser Law Examination 1998-11-09
  • S63 Uniform Securities Agent State Law Examination
    2010-09-17
  • S65 Uniform Investment Adviser Law Examination
    1998-11-09
Designations
Other Names
  • Jennifer Sunshine Kistner

View on SEC IAPD

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