Jonathan Pope

CRD 4171093 · Fidelity Brokerage Services LLC · Durham, NC

IA RegisteredBroker

Also appears in the source record as: Jonathan Blake Pope

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 52TOSeries 6TOSeries 22TOSIESeries 7Series 10Series 9Series 24Series 66
Registered states (5): Massachusetts · North Carolina · Texas · Utah · Washington
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Fuquay Varina, NC · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Durham, NC · BC capacity

Nov 8, 2021 → present
Fidelity Personal And Workplace Advisors
Durham, NC · IA capacity

Mar 29, 2022 → Mar 31, 2025
Fortress Private Ledger, LLC
Raleigh, NC · IA capacity

Oct 26, 2018 → Oct 25, 2021
Fortress Private Ledger, LLC
Raleigh, NC · BC capacity

Oct 26, 2018 → Oct 25, 2021
Woodbridge Advisors
Fuquay Varina, NC · IA capacity

Apr 28, 2018 → Oct 12, 2018
Scottrade Investment Management
Saint Louis, MO · IA capacity

Feb 8, 2017 → Mar 9, 2018
Scottrade, Inc.
Durham, NC · BC capacity

Oct 6, 2000 → Mar 9, 2018
Ids Life Insurance Company
Minneapolis, MN · BC capacity

May 18, 2000 → Aug 17, 2000
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

May 18, 2000 → Aug 17, 2000

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4171093 ↗ FINRA BrokerCheck record for CRD 4171093 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.