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Adam M. Jensen

Strategic Advisers LLC

Durham, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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 Cary NC 04/2022 05/2023
Unemployed Cary NC 08/2023 04/2024
Fidelity Investments Durham NC 06/2024 Present
Harris Teeter Nc NC 01/2018 01/2019
Northwestern Mutual Charlotte NC 05/2023 08/2023
Unemployed Cary NC 01/2014 01/2018
Amberly Nc NC 04/2020 04/2022
Unemployed Cary NC 07/2019 04/2020
Unemployed Cary NC 01/2019 04/2019
Unemployed Cary NC 09/2005 06/2024
Firehouse Subs Nc NC 04/2019 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → 05/2023
    Unemployed
    Cary, NC
  • 08/2023 → 04/2024
    Unemployed
    Cary, NC
  • 06/2024 → Present
    Fidelity Investments
    Durham, NC
  • 01/2018 → 01/2019
    Harris Teeter
    Nc, NC
  • 05/2023 → 08/2023
    Northwestern Mutual
    Charlotte, NC
  • 01/2014 → 01/2018
    Unemployed
    Cary, NC
  • 04/2020 → 04/2022
    Amberly
    Nc, NC
  • 07/2019 → 04/2020
    Unemployed
    Cary, NC
  • 01/2019 → 04/2019
    Unemployed
    Cary, NC
  • 09/2005 → 06/2024
    Unemployed
    Cary, NC
  • 04/2019 → 07/2019
    Firehouse Subs
    Nc, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Morrisville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Adam Jensen
  • Adam M Jensen

View on SEC IAPD

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