Juan Antonio Chavez

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Ponder, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Greenwood Village	CO	05/2021	Present
Starbucks Coffee Company	Castle Rock	CO	04/2019	05/2021
Saltgrass Steakhouse	Parker	CO	12/2019	04/2021
Alpha Zulu Logistics	Aurora	CO	12/2020	02/2021
Lupe Tortilla	Irving	TX	06/2019	12/2019
Saltgrass Steakhouse	Rockwall	TX	06/2013	06/2019
Great Wolf Resorts	Grapevine	TX	08/2010	06/2018
Fidelity Investments	Boston	MA	03/2025	Present

05/2021 → Present

Fidelity Investments

Greenwood Village, CO
04/2019 → 05/2021

Starbucks Coffee Company

Castle Rock, CO
12/2019 → 04/2021

Saltgrass Steakhouse

Parker, CO
12/2020 → 02/2021

Alpha Zulu Logistics

Aurora, CO
06/2019 → 12/2019

Lupe Tortilla

Irving, TX
06/2013 → 06/2019

Saltgrass Steakhouse

Rockwall, TX
08/2010 → 06/2018

Great Wolf Resorts

Grapevine, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-11
S63	Uniform Securities Agent State Law Examination	2021-10-01

S66 Uniform Combined State Law Examination

2022-11-11
S63 Uniform Securities Agent State Law Examination

2021-10-01

Other Names

Juan Antonio Chavez
Juan Chavez
Juan Antonio Chavez

View on SEC IAPD