Best Investors Account Sign in

Joseph Simon Leblanc

Strategic Advisers LLC

The Woodlands, TX

Houston, TX

Claim This Profile
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

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Houston, 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
Mitek Houston TX 05/2018 08/2018
Peoples Bank Baton Rouge LA 12/2018 05/2019
Lsu Urec Baton Rouge LA 01/2018 05/2018
Mitek Houston LA 05/2019 08/2019
Mitek Houston TX 05/2020 08/2020
Fidelity Investments The Woodlands TX 07/2021 Present
Louisiana State University Baton Rouge LA 08/2018 12/2018
Kingwood Highschool Kingwood TX 06/2013 06/2017
Louisiana State University Baton Rouge LA 07/2017 12/2017
Louisiana State University Baton Rouge LA 08/2019 05/2020
Louisiana State University Baton Rouge LA 08/2020 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 08/2018
    Mitek
    Houston, TX
  • 12/2018 → 05/2019
    Peoples Bank
    Baton Rouge, LA
  • 01/2018 → 05/2018
    Lsu Urec
    Baton Rouge, LA
  • 05/2019 → 08/2019
    Mitek
    Houston, LA
  • 05/2020 → 08/2020
    Mitek
    Houston, TX
  • 07/2021 → Present
    Fidelity Investments
    The Woodlands, TX
  • 08/2018 → 12/2018
    Louisiana State University
    Baton Rouge, LA
  • 06/2013 → 06/2017
    Kingwood Highschool
    Kingwood, TX
  • 07/2017 → 12/2017
    Louisiana State University
    Baton Rouge, LA
  • 08/2019 → 05/2020
    Louisiana State University
    Baton Rouge, LA
  • 08/2020 → 07/2021
    Louisiana State University
    Baton Rouge, LA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
Other Names
  • Sims Leblanc

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor