Best Investors Account Sign in

Jared Stephensen

Strategic Advisers LLC

Virginia Beach, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Virginia Beach, VA • 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
Home Care Pulse Rexburg ID 01/2022 04/2023
Forward Construction Anchorage AK 05/2021 09/2021
Medical Recovery Services Rexburg ID 01/2020 12/2020
Medical Recovery Services Rexburg ID 10/2016 12/2017
Fidelity Investments Virginia Beach VA 05/2023 Present
Full Time Education Rexburg ID 09/2021 01/2022
Full Time Education Rexburg ID 12/2020 05/2021
Full Time Mission Knoxville TN 12/2017 12/2020
Unemployed Nevada City CA 01/2012 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 04/2023
    Home Care Pulse
    Rexburg, ID
  • 05/2021 → 09/2021
    Forward Construction
    Anchorage, AK
  • 01/2020 → 12/2020
    Medical Recovery Services
    Rexburg, ID
  • 10/2016 → 12/2017
    Medical Recovery Services
    Rexburg, ID
  • 05/2023 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 09/2021 → 01/2022
    Full Time Education
    Rexburg, ID
  • 12/2020 → 05/2021
    Full Time Education
    Rexburg, ID
  • 12/2017 → 12/2020
    Full Time Mission
    Knoxville, TN
  • 01/2012 → 09/2016
    Unemployed
    Nevada City, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-26
  • S66 Uniform Combined State Law Examination
    2023-10-26

View on SEC IAPD

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor