Johnathan W Alkire

CRD 5406200 · Fidelity Brokerage Services LLC · Charlotte, NC

IA RegisteredBroker

Also appears in the source record as: Johnathan William Alkire

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 10Series 9SIESeries 7
Registered states (7): Florida · Georgia · Massachusetts · North Carolina · South Carolina · Texas · Utah
Years in the industry (source record): 19
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 (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Charlotte, NC · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Charlotte, NC · BD capacity

Apr 26, 2012 → present
Fidelity Brokerage Services LLCCurrent
Charlotte, NC · BC capacity

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

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Jan 31, 2018 → Jul 13, 2018
Strategic Advisers, Inc.
IA capacity

Jan 15, 2013 → Jan 23, 2018
Manulife Asset Management (US) LLC
IA capacity

Aug 24, 2010 → Apr 12, 2012
John Hancock Funds, LLC
BD capacity

Aug 23, 2010 → Apr 12, 2012
John Hancock Advisers, LLC
IA capacity

Aug 24, 2010 → Dec 31, 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Feb 8, 2008 → Aug 11, 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Dec 5, 2007 → Aug 11, 2010

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5406200 ↗ FINRA BrokerCheck record for CRD 5406200 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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