Colton Jones

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 02/2021 → 05/2022
  J.P. Morgan Securities Llc
  Denver, CO
• 04/2019 → 01/2021
  Bank Of America Corp
  Denver, CO
• 04/2018 → 04/2019
  Syft
  Denver, CO
• 06/2017 → 02/2018
  Halliburton
  Fort Lupton, CO
• 08/2016 → 05/2017
  Wells Fargo Bank, N.A.
  Aurora, CO
• 01/2015 → 09/2016
  Rbc Consulting
  Englewood, CO
• 12/2018 → 04/2019
  Nordstrom
  Lone Tree, CO
• 03/2018 → 03/2018
  Unemployed
  Centennial, CO
• 06/2022 → Present
  Fidelity Investments
  Fortcollins, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03

Other Names

• Colt Layne Jones
• Colton Jones
• Colton Layne Jones
• Colton L. Jones