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Jacob Brandon Kinnard

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-23

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Brokerage Services Llc Westlake TX 03/2015 Present
  • 03/2015 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
Previous Registrations
Other Businesses

OBA-11563|OrgNmn:Kinnard Farms|Org Addr:76048,Texas,US|OBA Nature:ranching|Invst Rel:N|Title:owner|Duties:all duties as it relates raising cattle|StrtDt:11-20-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-15
S63 Uniform Securities Agent State Law Examination 2000-03-31
  • S66 Uniform Combined State Law Examination
    2026-01-15
  • S63 Uniform Securities Agent State Law Examination
    2000-03-31
Other Names
  • J Brandon Kinnard

View on SEC IAPD

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