KJ
Kim N. Jackson
STRATEGIC ADVISERS LLC
DAWSONVILLE, GA
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CRD#: 1912264
KJ
Professional summary
Kim Necia Jackson, who also goes by Kim Necia Boone, Kim N Jackson, Kim Necia Jackson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dawsonville, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Kim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kim has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kim Necia Boone | Kim N Jackson | Kim Necia Jackson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-61416|OrgNmn:KNJ Real Estate LLC|Org Addr:suwanee,Georgia,US|OBA Nature:Real estate transactions |Invst Rel:Y|Title:Sole Member|Duties:Owner of personal real estate |StrtDt:07-30-2021|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kim Necia Jackson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DAWSONVILLE, GA
Current
September 3, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
January 4, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DAWSONVILLE, GA
Past
February 3, 2012 - March 3, 2020
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ATLANTA, GA
Past
January 3, 2011 - February 2, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ATLANTA, GA
Past
January 3, 2011 - March 3, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ATLANTA, GA
Past
January 13, 2004 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
LAS VEGAS, NV
Past
January 7, 2004 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
LAS VEGAS, NV
Past
November 24, 1997 - November 12, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
August 12, 1997 - October 31, 1997
SHAMUS GROUP, INC.
BD
CRD#: 5036
Past
October 3, 1996 - June 10, 1997
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
March 29, 1996 - June 5, 1996
NORTHEAST SECURITIES, LLC
BD
CRD#: 25996
MITCHELFIELD, NY
Past
April 20, 1995 - March 27, 1996
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
March 1, 1994 - March 17, 1995
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/7/2021)
RR
Alaska(9/7/2021)
RR
Arizona(9/13/2021)
RR
Arkansas(9/7/2021)
RR
California(9/7/2021)
RR
Colorado(9/7/2021)
RR
Connecticut(9/7/2021)
RR
Delaware(9/7/2021)
RR
District of Columbia(9/10/2021)
RR
Florida(9/7/2021)
RR
Georgia(9/3/2021)
IAR
Georgia(3/31/2025)
RR
Hawaii(9/7/2021)
RR
Idaho(9/7/2021)
RR
Illinois(9/7/2021)
RR
Indiana(9/8/2021)
RR
Iowa(9/10/2021)
RR
Kansas(9/7/2021)
RR
Kentucky(9/7/2021)
RR
Louisiana(9/7/2021)
RR
Maine(9/8/2021)
RR
Maryland(9/7/2021)
RR
Massachusetts(9/7/2021)
RR
Michigan(9/8/2021)
RR
Minnesota(9/7/2021)
RR
Mississippi(9/10/2021)
RR
Missouri(9/7/2021)
RR
Montana(9/7/2021)
RR
Nebraska(9/7/2021)
RR
Nevada(9/13/2021)
RR
New Hampshire(9/7/2021)
RR
New Jersey(9/7/2021)
RR
New Mexico(9/7/2021)
RR
New York(9/12/2021)
RR
North Carolina(9/10/2021)
RR
North Dakota(9/7/2021)
RR
Ohio(9/5/2021)
RR
Oklahoma(9/13/2021)
RR
Oregon(9/9/2021)
RR
Pennsylvania(9/7/2021)
RR
Puerto Rico(9/7/2021)
RR
Rhode Island(9/23/2021)
RR
South Carolina(9/7/2021)
RR
South Dakota(9/13/2021)
RR
Tennessee(9/3/2021)
RR
Texas(9/7/2021)
RR
Utah(9/7/2021)
RR
Vermont(9/7/2021)
RR
Virgin Islands(9/8/2021)
RR
Virginia(9/8/2021)
RR
Washington(9/3/2021)
RR
West Virginia(9/16/2021)
RR
Wisconsin(9/9/2021)
RR
Wyoming(9/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/21/1998
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
