Best Investors Account Sign in

Joseph Evans Dewhart

Strategic Advisers LLC

Cypress, TX

Claim This Profile
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

Cypress, 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
Bank Of America, N.A. Houston TX 04/2015 11/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 04/2015 11/2017
Jpmorgan Securities Llc Marietta GA 11/2017 05/2018
Fidelity Brokerage Services Llc Houston TX 05/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 11/2017
    Bank Of America, N.A.
    Houston, TX
  • 04/2015 → 11/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
  • 11/2017 → 05/2018
    Jpmorgan Securities Llc
    Marietta, GA
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Houston, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Cypress, TX
  • 2018-06-12 → 2018-07-13
    Strategic Advisers Llc
    Houston, TX
  • 2017-11-16 → 2018-05-08
    J.P. Morgan Securities Llc
    Marietta, GA
    Roswell, GA
  • 2015-05-12 → 2017-11-27
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
    Houston, TX
    Cypress, TX
    Houston, TX
    Cypress, TX
    Cypress, TX
  • 2014-09-30 → 2015-04-07
    Pnc Managed Account Solutions, Inc.
    Houston, TX
    Houston, TX
  • 2012-10-01 → 2013-02-07
    J.P. Morgan Securities Llc
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
  • 2012-06-21 → 2012-10-01
    Chase Investment Services Corp.
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
  • 2011-01-04 → 2012-06-26
    Swbc Investment Company
    San Antonio, TX
  • 2010-03-01 → 2011-01-06
    Edward Jones
    Houston, TX
    Houston, TX
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-26
S63 Uniform Securities Agent State Law Examination 2008-06-29
  • S66 Uniform Combined State Law Examination
    2010-02-26
  • S63 Uniform Securities Agent State Law Examination
    2008-06-29
Designations
Other Names
  • Joseph Dewhart
  • Joseph Evans Dewhart
  • Joseph E Dewhart
  • Joseph E. Dewhart
  • Joseph Evans Dewhart
  • Joseph Evans Dewhart
  • Joseph E Dewhart
  • Joseph E Dewhart
  • Joseph E Dewhart

View on SEC IAPD

More in Cypress, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor