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Detailed Report
JEREMY D MCDONALD
JEREMY MCDONALD
CRD#: 5525788
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 609 GREEN VALLEY RD
GREENSBORO, NC 27408
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 609 GREEN VALLEY RD
GREENSBORO, NC 27408
Registration History
2008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - Present (16 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2011 - 2018 (7 years)
License(s)

State Registrations

B
Alabama 6/4/2021
B
New Mexico 3/25/2023
B
Arizona 4/23/2020
B
New York 1/2/2015
B
California 1/6/2017
B
North Carolina 6/20/2008
B
Colorado 8/13/2021
IA
North Carolina 7/13/2018
B
Delaware 5/6/2022
B
Ohio 1/8/2018
B
District of Columbia 5/6/2022
B
Pennsylvania 1/2/2015
B
Florida 1/2/2015
B
South Carolina 6/25/2008
B
Georgia 1/6/2017
B
South Dakota 7/8/2022
B
Indiana 4/23/2020
B
Tennessee 6/25/2008
B
Kansas 8/13/2021
B
Texas 1/2/2015
B
Kentucky 5/19/2023
IA
Texas 7/13/2018
B
Massachusetts 5/6/2022
B
Vermont 8/13/2021
B
Michigan 1/5/2018
B
Virginia 6/25/2008
B
Minnesota 5/6/2022
B
West Virginia 4/14/2022
B
Missouri 8/8/2020
B
Wisconsin 11/21/2019

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
609 GREEN VALLEY RD, GREENSBORO, NC 27408
OAK RIDGE, NC
Registered with this firm since 7/13/2018
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
609 GREEN VALLEY RD, GREENSBORO, NC 27408
OAK RIDGE, NC
Registered with this firm since 6/4/2008
Previous Registration(s)
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IA
 05/23/2011 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) GREENSBORO, NC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.