Best Investors Account Sign in

Alexis O. Graham

Strategic Advisers LLC

Jacksonville, FL

Jacksonville Beach, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-12
TX RA APPROVED 2026-06-10
  • FL RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-10

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville Beach, FL • 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 05/2023 Present
Fedex Office Jacksonville FL 03/2020 05/2023
Moon Dove Vintage Jacksonville Beach FL 09/2018 10/2020
Anthropologie Miami FL 08/2016 12/2018
  • 05/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2020 → 05/2023
    Fedex Office
    Jacksonville, FL
  • 09/2018 → 10/2020
    Moon Dove Vintage
    Jacksonville Beach, FL
  • 08/2016 → 12/2018
    Anthropologie
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
S63 Uniform Securities Agent State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2026-05-22
  • S63 Uniform Securities Agent State Law Examination
    2023-09-20
Other Names
  • Alexis Graham

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor