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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

West Roxbury, MA • 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
Boston Public Schools Boston MA 04/2023 07/2023
University Of Alabama - Smp Tuscaloosa AL 08/2021 09/2021
Staples Framingham MA 05/2022 08/2022
Wegmans Westwod MA 03/2018 05/2022
Kings Kitchen Tuscaloosa AL 08/2020 02/2021
K And K Interior/Exterior Cleaning Services Tuscaloosa AL 08/2020 02/2021
University Of Alabama Tuscaloosa AL 02/2020 03/2020
Massachusetts Department Of Conservation And Recreation Boston MA 05/2019 08/2019
Golden Oak Capital Lcc Vienna VA 02/2021 06/2021
The University Of Alabama Tuscaloosa AL 08/2018 12/2022
Wellesley High School Wellesley MA 08/2014 05/2018
Unemployed Boston MA 08/2022 04/2023
Fidelity Investments Smithfeild RI 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → 07/2023
    Boston Public Schools
    Boston, MA
  • 08/2021 → 09/2021
    University Of Alabama - Smp
    Tuscaloosa, AL
  • 05/2022 → 08/2022
    Staples
    Framingham, MA
  • 03/2018 → 05/2022
    Wegmans
    Westwod, MA
  • 08/2020 → 02/2021
    Kings Kitchen
    Tuscaloosa, AL
  • 08/2020 → 02/2021
    K And K Interior/Exterior Cleaning Services
    Tuscaloosa, AL
  • 02/2020 → 03/2020
    University Of Alabama
    Tuscaloosa, AL
  • 05/2019 → 08/2019
    Massachusetts Department Of Conservation And Recreation
    Boston, MA
  • 02/2021 → 06/2021
    Golden Oak Capital Lcc
    Vienna, VA
  • 08/2018 → 12/2022
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2014 → 05/2018
    Wellesley High School
    Wellesley, MA
  • 08/2022 → 04/2023
    Unemployed
    Boston, MA
  • 07/2023 → Present
    Fidelity Investments
    Smithfeild, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Roxbury, MA
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
S63 Uniform Securities Agent State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2025-02-28
  • S63 Uniform Securities Agent State Law Examination
    2024-03-04
Other Names
  • Javier Jackson

View on SEC IAPD

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