JONATHAN E. LLOYD is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-06-22 | 2025-03-31 | — |
| UBS FINANCIAL SERVICES INC. | 2019-01-17 | 2021-05-18 | — |