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Nathanael Paul Jones

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 01/2020 Present
Amerilife Of North Florida, Llc Jacksonville FL 10/2019 01/2020
American Income Life Insurance - Arias Agency Jacksonville FL 03/2019 10/2019
Ams Retail Solutions Jacksonville FL 02/2014 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 10/2019 → 01/2020
    Amerilife Of North Florida, Llc
    Jacksonville, FL
  • 03/2019 → 10/2019
    American Income Life Insurance - Arias Agency
    Jacksonville, FL
  • 02/2014 → 03/2019
    Ams Retail Solutions
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-09
  • S66 Uniform Combined State Law Examination
    2020-06-09
Other Names
  • Nathanael Paul Jones
  • Nathanael Jones

View on SEC IAPD

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