Jennifer Curtis

CRD 4752893 · Fidelity Brokerage Services LLC · Raleigh, NC

IA RegisteredBroker

Also appears in the source record as: Jennifer Lynn Bowley; Jennifer Lynn Curtis

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 6Series 66
Registered states (20): Arizona · Connecticut · District Of Columbia · Florida · Georgia · Indiana · Maryland · Missouri · Nebraska · New Mexico · New York · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wyoming
Years in the industry (source record): 20
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 (6)

From the source registration record · current first

Strategic Advisers LLCCurrent
Raleigh, NC · IA capacity

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

Jan 29, 2010 → present
Fidelity Personal And Workplace Advisors
Raleigh, NC · IA capacity

Jul 13, 2018 → Mar 31, 2025
Axa Advisors, LLC
Raleigh, NC · IA capacity

Jan 3, 2005 → Oct 15, 2008
Axa Advisors, LLC
Raleigh, NC · BC capacity

Aug 19, 2004 → Oct 15, 2008
Oxford Financial Group
Houston, TX · BC capacity

Mar 30, 2004 → Jul 14, 2004

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4752893 ↗ FINRA BrokerCheck record for CRD 4752893 ↗ 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.