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Jackson Ward

Strategic Advisers LLC

Mesa, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mesa, AZ • 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
Full Time Student Mesa AZ 08/2016 08/2020
Primitive Power Gilbert AZ 07/2020 01/2021
Starboard Financial Gilbert AZ 06/2017 04/2019
Winsight Media Mesa AZ 10/2019 05/2020
Scali Group Scottsdale AZ 05/2019 07/2020
Fidelity Investments Westlake TX 04/2024 Present
Award Capital Mesa AZ 01/2023 03/2024
Caliber Chandler AZ 01/2021 05/2021
Principal Life Insurance Company Phoenix AZ 05/2021 01/2023
Moxie Pest Control Phoenix AZ 07/2019 09/2019
Principal Securities Inc Phoenix AZ 05/2021 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2020
    Full Time Student
    Mesa, AZ
  • 07/2020 → 01/2021
    Primitive Power
    Gilbert, AZ
  • 06/2017 → 04/2019
    Starboard Financial
    Gilbert, AZ
  • 10/2019 → 05/2020
    Winsight Media
    Mesa, AZ
  • 05/2019 → 07/2020
    Scali Group
    Scottsdale, AZ
  • 04/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2023 → 03/2024
    Award Capital
    Mesa, AZ
  • 01/2021 → 05/2021
    Caliber
    Chandler, AZ
  • 05/2021 → 01/2023
    Principal Life Insurance Company
    Phoenix, AZ
  • 07/2019 → 09/2019
    Moxie Pest Control
    Phoenix, AZ
  • 05/2021 → 01/2023
    Principal Securities Inc
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mesa, AZ
  • 2021-12-01 → 2023-01-30
    Principal Securities, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-07
  • S66 Uniform Combined State Law Examination
    2021-10-07
Other Names
  • Jackson Ross Ward

View on SEC IAPD

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