Julie Coleman

Strategic Advisers LLC

Jacksonville Beach, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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 Beach, 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

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	08/2021	Present
T-Mobile Usa	Saint Augustine	FL	09/2021	08/2023
Wireless Vision	Brunswick	GA	01/2021	09/2021
Ameritel Retail	Ponte Vedra Beach	FL	03/2020	11/2020
Trion Solutions	Jacksonville	FL	12/2019	03/2020
T-Mobile Usa	Charlotte	NC	07/2009	11/2019
Fidelity Investments	Boston	MA	03/2025	Present

08/2021 → Present

Fidelity Investments

Jacksonville, FL
09/2021 → 08/2023

T-Mobile Usa

Saint Augustine, FL
01/2021 → 09/2021

Wireless Vision

Brunswick, GA
03/2020 → 11/2020

Ameritel Retail

Ponte Vedra Beach, FL
12/2019 → 03/2020

Trion Solutions

Jacksonville, FL
07/2009 → 11/2019

T-Mobile Usa

Charlotte, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-16

S66 Uniform Combined State Law Examination

2024-04-16

Other Names

Julie Coleman
Julie Nicole Coleman

View on SEC IAPD

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