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Jared Wayne Phillips

Strategic Advisers LLC

Arlington, 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 2025-06-09
  • TX RA
    APPROVED
    Since 2025-06-09

Branch Locations

Arlington, 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 04/2021 Present
Campo Verde Dalworthington Gardens TX 12/2020 04/2021
Alphalete Marketing Arlington TX 01/2020 11/2020
National Consumer Financial Arlington TX 01/2019 12/2019
Unemployed Arlington TX 04/2011 12/2018
  • 04/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2020 → 04/2021
    Campo Verde
    Dalworthington Gardens, TX
  • 01/2020 → 11/2020
    Alphalete Marketing
    Arlington, TX
  • 01/2019 → 12/2019
    National Consumer Financial
    Arlington, TX
  • 04/2011 → 12/2018
    Unemployed
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 2022-02-01
  • S66 Uniform Combined State Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    2022-02-01
Other Names
  • Jared Wayne Phillips
  • Jared Phillips

View on SEC IAPD

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