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Jack Swords

Strategic Advisers LLC

Boston, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-30
NH RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
  • MA RA
    APPROVED
    Since 2025-09-30
  • NH RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

Boston, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Smithfield RI 06/2024 Present
Dartmouth Skiway (Supervisor Matt Fulton) Lyme NH 12/2022 03/2024
Castaways Seafood & Grille Seabrook NH 06/2022 08/2022
Dartmouth College (Mals School) Hanover NH 09/2022 06/2024
Indian Trail Club Franklin Lakes NJ 05/2018 07/2018
Godwin Flooring (William Ellis) Ridgewood NJ 07/2023 07/2023
Door Dash San Francisco CA 04/2020 04/2020
Us Collegiate Development Llc Hanover NH 06/2023 06/2023
City Street Strategies Worcester MA 06/2021 08/2021
College Of The Holy Cross Worcester MA 07/2018 05/2022
Holy Cross Campion House (Chaplains' Office) Worcester MA 01/2019 05/2022
Don Bosco Preparatory High School Ramsey NJ 09/2014 06/2018
Indian Trail Club Franklin Lakes NJ 05/2019 08/2019
Indian Trail Club Franklin Lakes NJ 05/2020 07/2020
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 12/2022 → 03/2024
    Dartmouth Skiway (Supervisor Matt Fulton)
    Lyme, NH
  • 06/2022 → 08/2022
    Castaways Seafood & Grille
    Seabrook, NH
  • 09/2022 → 06/2024
    Dartmouth College (Mals School)
    Hanover, NH
  • 05/2018 → 07/2018
    Indian Trail Club
    Franklin Lakes, NJ
  • 07/2023 → 07/2023
    Godwin Flooring (William Ellis)
    Ridgewood, NJ
  • 04/2020 → 04/2020
    Door Dash
    San Francisco, CA
  • 06/2023 → 06/2023
    Us Collegiate Development Llc
    Hanover, NH
  • 06/2021 → 08/2021
    City Street Strategies
    Worcester, MA
  • 07/2018 → 05/2022
    College Of The Holy Cross
    Worcester, MA
  • 01/2019 → 05/2022
    Holy Cross Campion House (Chaplains' Office)
    Worcester, MA
  • 09/2014 → 06/2018
    Don Bosco Preparatory High School
    Ramsey, NJ
  • 05/2019 → 08/2019
    Indian Trail Club
    Franklin Lakes, NJ
  • 05/2020 → 07/2020
    Indian Trail Club
    Franklin Lakes, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2025-09-08
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
Other Names
  • Jack Swords
  • Jack Raymond Swords

View on SEC IAPD

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