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Jared Dylan Fry

Strategic Advisers LLC

Westlake, TX

Keller, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Keller, 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
Equitable Advisors, Llc New York NY 04/2020 04/2021
Avis Budget Group Dallas TX 06/2018 04/2020
Avis Budget Group Oklahoma City OK 10/2016 06/2018
Avis Budget Group Dallas TX 06/2016 10/2016
Guardian Life Insurance Company Irving TX 04/2021 07/2021
Park Avenue Securities Irving TX 05/2021 07/2021
Fidelity Westlake TX 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 04/2021
    Equitable Advisors, Llc
    New York, NY
  • 06/2018 → 04/2020
    Avis Budget Group
    Dallas, TX
  • 10/2016 → 06/2018
    Avis Budget Group
    Oklahoma City, OK
  • 06/2016 → 10/2016
    Avis Budget Group
    Dallas, TX
  • 04/2021 → 07/2021
    Guardian Life Insurance Company
    Irving, TX
  • 05/2021 → 07/2021
    Park Avenue Securities
    Irving, TX
  • 08/2021 → Present
    Fidelity
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-95448|OrgNmn:Fry Inventions|Org Addr:Keller,Texas,US|OBA Nature:Patent Filling / Inventions|Invst Rel:N|Title:Trustee|Duties:Ownership of the LLC|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-29
S63 Uniform Securities Agent State Law Examination 2021-03-13
  • S65 Uniform Investment Adviser Law Examination
    2021-07-29
  • S63 Uniform Securities Agent State Law Examination
    2021-03-13
Other Names
  • Jared Fry

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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