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Leticia Rene Grant Jones

Strategic Advisers LLC

Houston, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Houston, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Katy TX 09/2014 05/2021
Bank Of America, N.A. Katy TX 09/2014 05/2021
Fidelity Investments Salt Lake City UT 11/2021 Present
Unemployed Houston TX 06/2021 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 05/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Katy, TX
  • 09/2014 → 05/2021
    Bank Of America, N.A.
    Katy, TX
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2021 → 10/2021
    Unemployed
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2014-10-24 → 2021-06-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Katy, TX
    Katy, TX
    Katy, TX
    Katy, TX
    Houston, TX
    Katy, TX
    Houston, TX
    Katy, TX
    Richmond, TX
    Katy, TX
    Lone Tree, CO
    Richmond, TX
    Jacksonville, FL
    Houston, TX
    Pennington, NJ
    Pennington, NJ
    San Diego, CA
    New York, NY
    Houston, TX
    San Diego, CA
    Houston, TX
    Pennington, NJ
  • 2011-08-29 → 2014-10-01
    Wells Fargo Clearing Services, Llc
    Sugar Land, TX
    Cypress, TX
    Houston, TX
  • 2002-11-05 → 2003-01-23
    Charles Schwab & Co., Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-20
S63 Uniform Securities Agent State Law Examination 2000-08-12
  • S66 Uniform Combined State Law Examination
    2011-10-20
  • S63 Uniform Securities Agent State Law Examination
    2000-08-12
Other Names
  • Leticia R. Grant
  • Leticia Rene Grant
  • Leticia Rene Grant-Jones
  • Leticia Rene Jones
  • Leticia R Jones
  • Leticia Rene Grantjones
  • Leticia R Grant Jones

View on SEC IAPD

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