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Carolina Jimenez

Strategic Advisers LLC

Seattle, WA

Seattle, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Seattle, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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 Seattle WA 06/2023 Present
University Of Washington Seattle WA 01/2020 06/2023
University Of Washington Bothell Bothell WA 01/2020 06/2023
Shoreline Community College Shoreline WA 09/2014 06/2018
Northwest Hospital And Medical Center Seattle WA 07/2018 12/2019
Shoreline Community College Shoreline WA 02/2017 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Seattle, WA
  • 01/2020 → 06/2023
    University Of Washington
    Seattle, WA
  • 01/2020 → 06/2023
    University Of Washington Bothell
    Bothell, WA
  • 09/2014 → 06/2018
    Shoreline Community College
    Shoreline, WA
  • 07/2018 → 12/2019
    Northwest Hospital And Medical Center
    Seattle, WA
  • 02/2017 → 05/2017
    Shoreline Community College
    Shoreline, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-22
S63 Uniform Securities Agent State Law Examination 2024-01-12
  • S66 Uniform Combined State Law Examination
    2024-08-22
  • S63 Uniform Securities Agent State Law Examination
    2024-01-12
Other Names
  • Caro Jimenez

View on SEC IAPD

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