Jennifer Johnson Meredith

CRD 4962072 · Fidelity Brokerage Services LLC · Alpharetta, GA

IA RegisteredBroker

Also appears in the source record as: Jennifer Lynn Johnson; Jennifer J Meredith; Jen Meredith; Jennifer Meredith

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (16): Alabama · California · Florida · Georgia · Louisiana · Maryland · Massachusetts · Michigan · Mississippi · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 21
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 (20)

From the source registration record · current first

Strategic Advisers LLCCurrent
Alpharetta, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Duluth, GA · BD capacity

May 16, 2024 → present
Fidelity Brokerage Services LLCCurrent
Alpharetta, GA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

May 30, 2024 → Mar 31, 2025
Morgan Stanley
IA capacity

Jan 22, 2021 → Mar 13, 2024
Morgan Stanley
BD capacity

Nov 10, 2020 → Mar 13, 2024
Fidelity Personal And Workplace Advisors
IA capacity

May 8, 2019 → Oct 15, 2020
Fidelity Brokerage Services LLC
BD capacity

Apr 25, 2019 → Oct 14, 2020
Usaa Investment Management Company
IA capacity

Jan 8, 2018 → Apr 26, 2019
Usaa Financial Advisors, Inc.
BD capacity

Oct 22, 2015 → Apr 26, 2019
Usaa Financial Planning Services
IA capacity

Dec 11, 2015 → Jan 8, 2018
Lpl Financial LLC
BD capacity

Jun 4, 2014 → Jul 23, 2015
Lpl Financial LLC
IA capacity

Jun 4, 2014 → Jul 23, 2015
Td Ameritrade, Inc.
BD capacity

Jan 9, 2013 → Apr 8, 2014
Td Ameritrade, Inc.
IA capacity

Jan 9, 2013 → Apr 8, 2014
Amerivest Investment Management, LLC
IA capacity

Jan 9, 2013 → Apr 8, 2014
Charles Schwab & Co., Inc.
IA capacity

Sep 20, 2012 → Nov 30, 2012
Charles Schwab & Co., Inc.
BD capacity

Sep 5, 2012 → Nov 30, 2012
Chase Investment Services Corp.
BD capacity

Jul 6, 2005 → Jul 24, 2006
Banc One Securities Corporation
BD capacity

May 30, 2005 → Jul 6, 2005

Source & corrections

Where this page comes from

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