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Josiah Waddell

Strategic Advisers LLC

Jacksonville, FL

Saint Augustine, 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

Saint Augustine, FL • 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
Texas Tech University Lubbock TX 08/2015 11/2017
Ouachita Baptist University Arkadelphia AR 01/2018 06/2020
Castle Creek Pet Resort Mckinney TX 12/2016 01/2017
Gentle Creek Country Club Prosper TX 05/2017 08/2017
Chick Fil A Frisco TX 12/2017 01/2019
Chick Fil A Frisco TX 05/2019 08/2019
Unemployed Prosper TX 06/2020 01/2021
Fidelity Investments Westlake TX 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 11/2017
    Texas Tech University
    Lubbock, TX
  • 01/2018 → 06/2020
    Ouachita Baptist University
    Arkadelphia, AR
  • 12/2016 → 01/2017
    Castle Creek Pet Resort
    Mckinney, TX
  • 05/2017 → 08/2017
    Gentle Creek Country Club
    Prosper, TX
  • 12/2017 → 01/2019
    Chick Fil A
    Frisco, TX
  • 05/2019 → 08/2019
    Chick Fil A
    Frisco, TX
  • 06/2020 → 01/2021
    Unemployed
    Prosper, TX
  • 01/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Saint Augustine, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2021-05-17
  • S66 Uniform Combined State Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2021-05-17
Other Names
  • Josiah Blake Waddell
  • Josiah Waddell

View on SEC IAPD

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PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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