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Jennifer Garza

Strategic Advisers LLC

Baytown, 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

Baytown, 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
Davis And Associates Cpa Firm Llp Baytown TX 04/2021 04/2023
Founders Group Houston TX 01/2021 03/2021
Bayou City Wings Baytown TX 03/2018 04/2021
Mass Mutual Houston TX 01/2020 05/2020
Bucees Baytown TX 11/2015 09/2017
University Of Houston Houston TX 08/2018 05/2021
Lee College Baytown TX 08/2016 05/2018
Avantax Investment Services, Inc Baytown TX 09/2021 05/2023
Avantax Advisory Services Baytown TX 09/2021 05/2023
Avantax Insurance Agency, Llc Baytown TX 09/2021 05/2023
Integrated Tax And Wealth Strategies Baytown TX 02/2023 04/2023
Fidelity Investments Westlake TX 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 04/2023
    Davis And Associates Cpa Firm Llp
    Baytown, TX
  • 01/2021 → 03/2021
    Founders Group
    Houston, TX
  • 03/2018 → 04/2021
    Bayou City Wings
    Baytown, TX
  • 01/2020 → 05/2020
    Mass Mutual
    Houston, TX
  • 11/2015 → 09/2017
    Bucees
    Baytown, TX
  • 08/2018 → 05/2021
    University Of Houston
    Houston, TX
  • 08/2016 → 05/2018
    Lee College
    Baytown, TX
  • 09/2021 → 05/2023
    Avantax Investment Services, Inc
    Baytown, TX
  • 09/2021 → 05/2023
    Avantax Advisory Services
    Baytown, TX
  • 09/2021 → 05/2023
    Avantax Insurance Agency, Llc
    Baytown, TX
  • 02/2023 → 04/2023
    Integrated Tax And Wealth Strategies
    Baytown, TX
  • 05/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Baytown, TX
  • 2022-01-01 → 2023-05-12
    Avantax Advisory Services
    Baytown, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-30
  • S66 Uniform Combined State Law Examination
    2021-12-30
Other Names
  • Jennifer A Jimenez
  • Jimenez A Jennifer
  • Jennifer Alexandra Jimenez
  • Jennifer Alexandra Garza

View on SEC IAPD

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