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Noah Robert Jefferson

Strategic Advisers LLC

Merrimack, NH

North Chelmsford, MA

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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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

North Chelmsford, 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
Td Bank Methuen MA 11/2021 05/2024
Hannaford Chelmsford MA 08/2016 11/2021
Landtech Consultants Westford MA 06/2017 08/2017
Fidelity Investments Merrimack NH 05/2024 Present
Unemployed North Chelmsford MA 05/2014 06/2017
University Of Massachusetts Lowell Lowell MA 09/2017 09/2021
Chelmsford High School Chelmsford MA 05/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 05/2024
    Td Bank
    Methuen, MA
  • 08/2016 → 11/2021
    Hannaford
    Chelmsford, MA
  • 06/2017 → 08/2017
    Landtech Consultants
    Westford, MA
  • 05/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2014 → 06/2017
    Unemployed
    North Chelmsford, MA
  • 09/2017 → 09/2021
    University Of Massachusetts Lowell
    Lowell, MA
  • 05/2014 → 05/2017
    Chelmsford High School
    Chelmsford, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    North Chelmsford, MA
    Merrimack, NH
Other Businesses

OBA-115264|OrgNmn:Notary Public|Org Addr:North Chel,Massachuse,US|OBA Nature:Notary Pulic in the state of M|Invst Rel:N|Title:Notary Public|Duties:Signing and stamping legal documents verifying the intended person signing the document|StrtDt:02-14-22|TotHrs/mon:1|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
  • S66 Uniform Combined State Law Examination
    2024-12-13
Other Names
  • Noah R Jefferson
  • Noah Jefferson

View on SEC IAPD

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Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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