JP
Jamila O. Pugh
STRATEGIC ADVISERS LLC
BETHESDA, MD
Some features on this profile are disabled
CRD#: 6566716
JP
Professional summary
Jamila O Pugh, who also goes by Jamila Olivia Pugh, Jamila Pugh, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bethesda, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Bethesda, Maryland.
Jamila is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jamila has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamila Olivia Pugh | Jamila Pugh
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-114359|OrgNmn:KOZII|Org Addr:Bethesda,Maryland,US|OBA Nature:Online retail store|Invst Rel:N|Title:Sole Proprietor|Duties:Manage store & media pages|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-100767|OrgNmn:Homes MKE Development|Org Addr:Milwaukee,Wisconsin,US|OBA Nature:Renovating vacant homes|Invst Rel:Y|Title:Developer|Duties:Filing paperwork, financials & reporting|StrtDt:06-09-23|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jamila O Pugh'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
Office #2: 7501 Wisconsin Ave Suite 1340, Bethesda, MD 20814RIA
CRD#: 104555
BETHESDA, MD
Current
November 16, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7501 Wisconsin Avenue Suites 150w & 700w, Bethesda, MD 20814BD
CRD#: 7784
Bethesda, MD
Past
July 14, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BETHESDA, MD
Past
February 15, 2021 - October 26, 2021
SPIRE SECURITIES, LLC
BD
CRD#: 144131
MCLEAN, VA
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(4/27/2022)
RR
California(4/27/2022)
RR
Colorado(4/27/2022)
RR
Connecticut(4/27/2022)
RR
Delaware(4/27/2022)
RR
District of Columbia(4/8/2022)
RR
Florida(4/27/2022)
RR
Georgia(4/27/2022)
RR
Hawaii(4/27/2022)
RR
Idaho(4/27/2022)
RR
Illinois(4/27/2022)
RR
Indiana(4/27/2022)
RR
Maine(4/27/2022)
RR
Maryland(4/27/2022)
IAR
Maryland(3/31/2025)
RR
Massachusetts(4/27/2022)
RR
Michigan(4/27/2022)
RR
Minnesota(4/27/2022)
RR
Missouri(4/27/2022)
RR
New Jersey(4/27/2022)
RR
New Mexico(4/27/2022)
RR
New York(4/27/2022)
RR
North Carolina(4/27/2022)
RR
Ohio(4/27/2022)
RR
Oklahoma(4/27/2022)
RR
Oregon(4/27/2022)
RR
Pennsylvania(4/27/2022)
RR
South Carolina(4/27/2022)
RR
South Dakota(4/27/2022)
RR
Tennessee(4/27/2022)
RR
Texas(4/27/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/27/2022)
RR
Virginia(4/27/2022)
RR
Washington(4/27/2022)
RR
West Virginia(4/27/2022)
RR
Wisconsin(4/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 2/15/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
