Best Investors Account Sign in

Kathleen Winona Schwalm

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Investments Jacksonville FL 04/2023 Present
Door Dash Jacksonville FL 01/2023 04/2023
Picerne Real Estate Group Altamonte Springs FL 06/2018 08/2022
Evernest Property Management Birmingham AL 01/2017 08/2017
Unemployed Jacksonville FL 08/2022 01/2023
The University Of Alabama Tuscaloosa AL 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2023 → 04/2023
    Door Dash
    Jacksonville, FL
  • 06/2018 → 08/2022
    Picerne Real Estate Group
    Altamonte Springs, FL
  • 01/2017 → 08/2017
    Evernest Property Management
    Birmingham, AL
  • 08/2022 → 01/2023
    Unemployed
    Jacksonville, FL
  • 08/2014 → 05/2018
    The University Of Alabama
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
  • S66 Uniform Combined State Law Examination
    2023-09-01
Other Names
  • Kathleen Winona Schwalm
  • Kathleen Schwalm

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor