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Barton Jefferys

Strategic Advisers LLC

Keller, 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 2025-11-13
  • TX RA
    APPROVED
    Since 2025-11-13

Branch Locations

Keller, 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
Prudential Financial Newark NJ 09/2011 04/2022
Empower Greenwood Village CO 04/2022 09/2025
Fidelity Investments Westlake TX 09/2025 Present
  • 09/2011 → 04/2022
    Prudential Financial
    Newark, NJ
  • 04/2022 → 09/2025
    Empower
    Greenwood Village, CO
  • 09/2025 → Present
    Fidelity Investments
    Westlake, TX
Previous Registrations
Other Businesses

OBA-123712|OrgNmn:Jefferys Family Farm|Org Addr:Huntsville,Alabama,US|OBA Nature:agricultural farm |Invst Rel:N|Title:Assistant to owner|Duties:Light bookeeping and assistance to mother who owns the property. Contact with farmers to discuss operations as needed. |StrtDt:10-15-19|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 1997-12-23
  • S66 Uniform Combined State Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    1997-12-23
Other Names
  • Barton Robert Jefferys

View on SEC IAPD

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