Janet V. Bolden
Professional summary
Janet V. Bolden, who also goes by Janet V Allen, Janet Vecina Allen, Janet Vecina Bolden, Janet Bolden, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Palm Coast, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Janet has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Janet V. Bolden's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
March 19, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246May 18, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 1, 2009 - June 10, 2019
MORGAN STANLEY
June 1, 2009 - June 10, 2019
MORGAN STANLEY
April 9, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
August 16, 1993 - April 2, 2007
MORGAN STANLEY DW INC.
March 5, 1990 - November 5, 1992
REICH & CO., INC.
April 4, 1988 - March 13, 1990
PRUDENTIAL EQUITY GROUP, LLC
February 5, 1988 - March 8, 1988
CIBC WORLD MARKETS CORP.
August 18, 1986 - February 18, 1988
L. F. ROTHSCHILD & CO. INCORPORATED
April 23, 1985 - August 8, 1986
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
