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Clarence J Welton

Strategic Advisers LLC

Naperville, IL

Aurora, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

Aurora, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Geneva IL 12/2020 Present
New York Life Downers Grove IL 10/2020 12/2020
Unemployment Aurora IL 07/2020 10/2020
Morton Capital Calabasas CA 10/2019 06/2020
Inoj Strategic Acquisitions Llc Aurora IL 05/2014 10/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Geneva, IL
  • 10/2020 → 12/2020
    New York Life
    Downers Grove, IL
  • 07/2020 → 10/2020
    Unemployment
    Aurora, IL
  • 10/2019 → 06/2020
    Morton Capital
    Calabasas, CA
  • 05/2014 → 10/2019
    Inoj Strategic Acquisitions Llc
    Aurora, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Geneva, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-31
  • S66 Uniform Combined State Law Examination
    2021-12-31
Other Names
  • Swan Welton
  • Clarence Jackson Welton

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
SIKICH FINANCIAL · Naperville, IL

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