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Julia Lauren Jimenez

Strategic Advisers LLC

North Providence, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

North Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Unemployed Belchertown MA 06/2014 05/2021
Isenberg School Of Management Ma MA 06/2021 09/2021
Isenberg School Of Management Ma MA 09/2021 05/2024
Fidelity Investments Smithfield RI 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2021
    Unemployed
    Belchertown, MA
  • 06/2021 → 09/2021
    Isenberg School Of Management
    Ma, MA
  • 09/2021 → 05/2024
    Isenberg School Of Management
    Ma, MA
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21
Other Names
  • Julia Lauren Jimenez
  • Julia Jimenez
  • Julia L Jimenez

View on SEC IAPD

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