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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
MO RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-03
  • MO RA
    APPROVED
    Since 2025-03-31

Branch Locations

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States

St. Louis, MO • 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 St. Louis MO 06/2024 Present
Fidelity Mo MO 06/2023 08/2023
Unemployed Chanhassen MN 08/2021 03/2022
Unemployed Chanhassen MN 01/2021 06/2021
The Meadows At Mystic Lake Minnesota MN 06/2021 08/2021
Manus Products Minnesota Inc Minnesota MN 10/2017 01/2021
Full Time Education Chanhassen MN 06/2014 10/2017
The Meadows At Mystic Lake Mn MN 06/2022 08/2022
Home Depot Mo MO 03/2022 06/2024
Hence Painting Llc Missouri MO 06/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    St. Louis, MO
  • 06/2023 → 08/2023
    Fidelity
    Mo, MO
  • 08/2021 → 03/2022
    Unemployed
    Chanhassen, MN
  • 01/2021 → 06/2021
    Unemployed
    Chanhassen, MN
  • 06/2021 → 08/2021
    The Meadows At Mystic Lake
    Minnesota, MN
  • 10/2017 → 01/2021
    Manus Products Minnesota Inc
    Minnesota, MN
  • 06/2014 → 10/2017
    Full Time Education
    Chanhassen, MN
  • 06/2022 → 08/2022
    The Meadows At Mystic Lake
    Mn, MN
  • 03/2022 → 06/2024
    Home Depot
    Mo, MO
  • 06/2022 → 08/2022
    Hence Painting Llc
    Missouri, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Louis, MO
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14
Other Names
  • Jack D Buchholz
  • Jack Dolan Buchholz

View on SEC IAPD

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