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Jessie Louise Smith

Strategic Advisers LLC

Greenwood Village, CO

Thornton, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Thornton, CO • 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 Broomfield CO 06/2023 Present
Mountain Rnage High School Westminster CO 08/2018 05/2019
University Of Northern Colorado Greeley CO 08/2020 04/2021
S3 Partners Colorado CO 04/2021 01/2023
Mountain Range High School Westminster CO 08/2016 05/2018
Sally Beauty Superior CO 06/2020 08/2020
University Of Colorado Anschutz Medical Campus Aurora CO 05/2019 06/2020
Amy'S Hallmark Shop Westminster CO 05/2018 08/2018
Hair For You Westminster CO 09/2021 06/2023
Mountain Range High School Westminster CO 08/2019 05/2020
University Of Colorado Denver Denver CO 08/2021 05/2024
Door Dash Thornton CO 07/2022 07/2022
Rover Thornton CO 05/2022 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Broomfield, CO
  • 08/2018 → 05/2019
    Mountain Rnage High School
    Westminster, CO
  • 08/2020 → 04/2021
    University Of Northern Colorado
    Greeley, CO
  • 04/2021 → 01/2023
    S3 Partners
    Colorado, CO
  • 08/2016 → 05/2018
    Mountain Range High School
    Westminster, CO
  • 06/2020 → 08/2020
    Sally Beauty
    Superior, CO
  • 05/2019 → 06/2020
    University Of Colorado Anschutz Medical Campus
    Aurora, CO
  • 05/2018 → 08/2018
    Amy'S Hallmark Shop
    Westminster, CO
  • 09/2021 → 06/2023
    Hair For You
    Westminster, CO
  • 08/2019 → 05/2020
    Mountain Range High School
    Westminster, CO
  • 08/2021 → 05/2024
    University Of Colorado Denver
    Denver, CO
  • 07/2022 → 07/2022
    Door Dash
    Thornton, CO
  • 05/2022 → 01/2023
    Rover
    Thornton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thornton, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
  • S66 Uniform Combined State Law Examination
    2024-10-11
Other Names
  • Jessie Smith
  • Jessie Sherman
  • Jessie Louise Sherman

View on SEC IAPD

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DEANNA LEE MEYER
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Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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