Joshua Kennedy

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Walton, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
W&S Brokerage Services, Inc.	Ft. Wright	KY	09/2023	01/2025
Western Southern Life	Ft Wright	KY	08/2023	01/2025
Mercedes Benz Of Fort Mitchell	Fort Mitchell	KY	10/2016	08/2023
Jarden Plastic Solutions	Erlanger	KY	06/2016	10/2016
Fidelity Investments	Covington	KY	01/2025	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2023 → 01/2025

W&S Brokerage Services, Inc.

Ft. Wright, KY
08/2023 → 01/2025

Western Southern Life

Ft Wright, KY
10/2016 → 08/2023

Mercedes Benz Of Fort Mitchell

Fort Mitchell, KY
06/2016 → 10/2016

Jarden Plastic Solutions

Erlanger, KY
01/2025 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-02-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY
2024-06-03 → 2025-02-03

W&S Brokerage Services, Inc.

Fort Wright, KY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-03
S63	Uniform Securities Agent State Law Examination	2023-11-27

S65 Uniform Investment Adviser Law Examination

2024-06-03
S63 Uniform Securities Agent State Law Examination

2023-11-27

Other Names

Joshua Michael Kennedy
Joshua Kennedy

View on SEC IAPD

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