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Jose Elias Rodriguez

Strategic Advisers LLC

Fort Worth, TX

Westlake, 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

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments Westlake TX 11/2020 Present
Ally Financial Dallas TX 08/2020 11/2020
Liberty Mutual Insurance Plano TX 10/2016 07/2020
Epic Health Services Dallas TX 08/2014 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2020 → 11/2020
    Ally Financial
    Dallas, TX
  • 10/2016 → 07/2020
    Liberty Mutual Insurance
    Plano, TX
  • 08/2014 → 10/2016
    Epic Health Services
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-23
  • S66 Uniform Combined State Law Examination
    2021-07-23
Other Names
  • Eli Rodriguez
  • Elias Rodriguez
  • Jose Rodriguez

View on SEC IAPD

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