Best Investors Account Sign in

Jacklinh M Tran

Strategic Advisers LLC

Covington, KY

Lawrenceburg, IN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-05
KY RA APPROVED 2025-06-24
TX RA APPROVED 2025-06-24
  • IN RA
    APPROVED
    Since 2026-01-05
  • KY RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

19930 Alpine Dr, Lawrenceburg, IN 47025 • 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 Covington KY 10/2023 Present
Wesbanco Bank Harrison OH 06/2022 10/2023
Buffalo Wild Wings Harrison OH 08/2020 08/2022
Bob Evans Llc West Chester OH 11/2019 08/2020
Merchandise Inc Cleves OH 09/2019 11/2019
Chipotle Harrison OH 06/2019 09/2019
Skyline Chili Harrison OH 08/2017 06/2019
Mcdonald'S Harrison OH 06/2017 08/2017
University Of Cincinnati Cincinnati OH 08/2019 10/2023
Oldenburg Academy Oldenburg IN 08/2015 05/2019
  • 10/2023 → Present
    Fidelity Investments
    Covington, KY
  • 06/2022 → 10/2023
    Wesbanco Bank
    Harrison, OH
  • 08/2020 → 08/2022
    Buffalo Wild Wings
    Harrison, OH
  • 11/2019 → 08/2020
    Bob Evans Llc
    West Chester, OH
  • 09/2019 → 11/2019
    Merchandise Inc
    Cleves, OH
  • 06/2019 → 09/2019
    Chipotle
    Harrison, OH
  • 08/2017 → 06/2019
    Skyline Chili
    Harrison, OH
  • 06/2017 → 08/2017
    Mcdonald'S
    Harrison, OH
  • 08/2019 → 10/2023
    University Of Cincinnati
    Cincinnati, OH
  • 08/2015 → 05/2019
    Oldenburg Academy
    Oldenburg, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2024-01-16
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2024-01-16
Other Names
  • Jacklinh Tran

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor