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Joseph Michael Jellison

Strategic Advisers LLC

Winters, CA

Walnut Creek, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-09-29
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

Winters, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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
Edward Jones St. Louis MO 05/2023 09/2025
Unemployed Santa Barbara CA 08/2019 10/2019
Unemployed Vacaville CA 01/2022 03/2022
Unemployed Vacaville CA 05/2013 10/2017
Fidelity Investments Walnut Creek CA 09/2025 Present
Amazon Vacaville CA 04/2020 01/2022
Buckhorn Steakhouse Winters CA 02/2019 08/2019
Tahoe Joe'S Vacaville CA 01/2019 02/2019
Unemployed Vacaville CA 06/2018 12/2018
Preserve Winters CA 03/2022 05/2023
Anderson'S Santa Barbara CA 10/2019 11/2019
Sport'S Cove Vacaville CA 10/2017 05/2018
Uinemployed Vacaville CA 12/2019 04/2020
Jane At The Marketplace Goleta CA 12/2019 12/2019
  • 05/2023 → 09/2025
    Edward Jones
    St. Louis, MO
  • 08/2019 → 10/2019
    Unemployed
    Santa Barbara, CA
  • 01/2022 → 03/2022
    Unemployed
    Vacaville, CA
  • 05/2013 → 10/2017
    Unemployed
    Vacaville, CA
  • 09/2025 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 04/2020 → 01/2022
    Amazon
    Vacaville, CA
  • 02/2019 → 08/2019
    Buckhorn Steakhouse
    Winters, CA
  • 01/2019 → 02/2019
    Tahoe Joe'S
    Vacaville, CA
  • 06/2018 → 12/2018
    Unemployed
    Vacaville, CA
  • 03/2022 → 05/2023
    Preserve
    Winters, CA
  • 10/2019 → 11/2019
    Anderson'S
    Santa Barbara, CA
  • 10/2017 → 05/2018
    Sport'S Cove
    Vacaville, CA
  • 12/2019 → 04/2020
    Uinemployed
    Vacaville, CA
  • 12/2019 → 12/2019
    Jane At The Marketplace
    Goleta, CA
Previous Registrations
  • 2023-07-28 → 2025-09-02
    Edward Jones
    St. Louis, MO
    Vacaville, CA
    Vacaville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2023-07-26
Other Names
  • Joseph Jellison
  • Joe Jellison
  • Joseph Michael Jellison

View on SEC IAPD

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