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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Los Angeles, CA • United States

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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
Jpmorgan Chase Westmont IL 08/2016 12/2016
Fidelity Brokerage Services Llc Greenwood Village CO 01/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2016
    Jpmorgan Chase
    Westmont, IL
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 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
    Alhambra, CA
    Pasadena, CA
  • 2017-10-06 → 2018-07-13
    Greenwood Village, CO
Other Businesses

OBA-112991|OrgNmn:Froncerts|Org Addr:Alhambra,California,US|OBA Nature:Food blog on social media|Invst Rel:N|Title:Sole Proprietor|Duties:post pictures about food|StrtDt:06-13-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-29
S63 Uniform Securities Agent State Law Examination 2017-03-17
  • S66 Uniform Combined State Law Examination
    2017-09-29
  • S63 Uniform Securities Agent State Law Examination
    2017-03-17
Other Names
  • Alex Persons
  • Alex James Persons

View on SEC IAPD

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