Johnathan Beach

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	2025-09-04
TX	RA	APPROVED	2025-09-04

KY RA
APPROVED

Since 2025-09-04
TX RA
APPROVED

Since 2025-09-04

Branch Locations

Covington, 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
Fidelity Investments	Covington	KY	06/2024	Present
Kona Ice	Burlington	KY	05/2018	10/2019
Total Quality Logistics	Erlanger	KY	06/2021	05/2024
180 Promotions	Chicago	IL	02/2021	09/2021
Great American Insurance	Cincinnati	OH	10/2019	02/2021
Field And Stream	Crescent Springs	KY	08/2017	05/2018
University Of Louisville	Louisville	KY	08/2016	05/2017
Berk'S Landscaping	Walton	KY	05/2017	08/2017

06/2024 → Present

Fidelity Investments

Covington, KY
05/2018 → 10/2019

Kona Ice

Burlington, KY
06/2021 → 05/2024

Total Quality Logistics

Erlanger, KY
02/2021 → 09/2021

180 Promotions

Chicago, IL
10/2019 → 02/2021

Great American Insurance

Cincinnati, OH
08/2017 → 05/2018

Field And Stream

Crescent Springs, KY
08/2016 → 05/2017

University Of Louisville

Louisville, KY
05/2017 → 08/2017

Berk'S Landscaping

Walton, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-29
S63	Uniform Securities Agent State Law Examination	2024-09-27

S66 Uniform Combined State Law Examination

2025-08-29
S63 Uniform Securities Agent State Law Examination

2024-09-27

Other Names

Jack Cade Beach

View on SEC IAPD

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