Best Investors Account Sign in

Adam Duane Jess

Strategic Advisers LLC

Roanoke, TX

Westlake, 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

Roanoke, 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 Salt Lake City UT 07/2021 Present
Byu Idaho Rexburg ID 02/2021 04/2021
Osf International, Inc Murray UT 05/2016 09/2016
Restaurant Growth Services Murray UT 09/2016 10/2016
Zumiez Inc. Murray UT 08/2016 09/2017
Captioncall St. George UT 09/2017 11/2017
Towne Park Ltd. Salt Lake City UT 05/2018 02/2021
The Orange Peel St George UT 12/2017 05/2018
Fedex North Salt Lake UT 04/2021 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 02/2021 → 04/2021
    Byu Idaho
    Rexburg, ID
  • 05/2016 → 09/2016
    Osf International, Inc
    Murray, UT
  • 09/2016 → 10/2016
    Restaurant Growth Services
    Murray, UT
  • 08/2016 → 09/2017
    Zumiez Inc.
    Murray, UT
  • 09/2017 → 11/2017
    Captioncall
    St. George, UT
  • 05/2018 → 02/2021
    Towne Park Ltd.
    Salt Lake City, UT
  • 12/2017 → 05/2018
    The Orange Peel
    St George, UT
  • 04/2021 → 07/2021
    Fedex
    North Salt Lake, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-08-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Adam Duane Jess
  • Adam Jess

View on SEC IAPD

More in Roanoke, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor