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Jarrett Benjamin Lidell

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
Edward Jones St Louis MO 02/2015 01/2017
Td Ameritrade Omaha NE 01/2017 03/2019
Fidelity Investments Houston TX 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 01/2017
    Edward Jones
    St Louis, MO
  • 01/2017 → 03/2019
    Td Ameritrade
    Omaha, NE
  • 03/2019 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2017-01-17 → 2019-03-25
    Td Ameritrade, Inc.
    Houston, TX
  • 2017-01-17 → 2019-03-25
    Td Ameritrade Investment Management, Llc
    Houston, TX
  • 2015-02-13 → 2017-01-04
    Edward Jones
    Arlington, TX
    Houston, TX
  • 2010-01-08 → 2015-02-17
    Strategic Advisers Llc
    Houston, TX
    Houston, TX
  • 2008-06-30 → 2009-10-28
    Strategic Advisers Llc
    Westlake, TX
    Houston, TX
Other Businesses

OBA-111920|OrgNmn:Clutch City Card Shop LLC|Org Addr:Houston,Texas,US|OBA Nature:Selling Sports and Trading Car|Invst Rel:N|Title:Owner|Duties:Owner|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-26
S63 Uniform Securities Agent State Law Examination 2007-07-26
  • S66 Uniform Combined State Law Examination
    2008-06-26
  • S63 Uniform Securities Agent State Law Examination
    2007-07-26
Designations

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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