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Daniel Gregory Jones

Strategic Advisers LLC

St. Petersburg, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-07-16
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

St. Petersburg, FL • 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
True Blue Umpire Cumming GA 03/2016 05/2021
Oconee County Parks And Rec Watkinsville GA 08/2017 05/2020
Kinsey Family Farm Gainesville GA 12/2016 12/2020
Big Creek Greenway Cumming GA 05/2018 08/2018
Fidelity Investments Durham NC 06/2021 Present
University Of Georgia Athens GA 08/2019 05/2021
University Of North Georgia Dahlonega GA 08/2017 05/2019
West Forsyth High School Cumming GA 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 05/2021
    True Blue Umpire
    Cumming, GA
  • 08/2017 → 05/2020
    Oconee County Parks And Rec
    Watkinsville, GA
  • 12/2016 → 12/2020
    Kinsey Family Farm
    Gainesville, GA
  • 05/2018 → 08/2018
    Big Creek Greenway
    Cumming, GA
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 08/2019 → 05/2021
    University Of Georgia
    Athens, GA
  • 08/2017 → 05/2019
    University Of North Georgia
    Dahlonega, GA
  • 08/2013 → 05/2017
    West Forsyth High School
    Cumming, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-02
  • S66 Uniform Combined State Law Examination
    2021-11-02
Designations

View on SEC IAPD

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