Candice J. Jones

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-08-26
AZ	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-08-26
AZ RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc	Phoenix	AZ	07/2015	10/2016
The Vanguard Group, Inc.	Scottsdale	AZ	01/2017	02/2021
Fidelity Investments	Phoenix	AZ	11/2022	Present
Unemployed	Unemployed	AZ	10/2016	01/2017
Unemployed	Unemployed	AZ	02/2021	11/2022
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 10/2016

Charles Schwab & Co., Inc

Phoenix, AZ
01/2017 → 02/2021

The Vanguard Group, Inc.

Scottsdale, AZ
11/2022 → Present

Fidelity Investments

Phoenix, AZ
10/2016 → 01/2017

Unemployed

Unemployed, AZ
02/2021 → 11/2022

Unemployed

Unemployed, AZ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Phoenix, AZ
2019-12-02 → 2021-03-09

Vanguard Advisers, Inc.

Scottsdale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-01
S63	Uniform Securities Agent State Law Examination	2017-02-22

S66 Uniform Combined State Law Examination

2019-11-01
S63 Uniform Securities Agent State Law Examination

2017-02-22

Other Names

Candice Jan Jones
Candice Jon Jones
Candice Jones

View on SEC IAPD

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