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Jerome Williams

Strategic Advisers LLC

Lodi, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lodi, CA • 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
Balam Wealth Management Modesto CA 08/2021 11/2022
Contractor For Comcast Livermore CA 04/2019 08/2019
C.V. Enterprise Modesto CA 08/2010 01/2023
Audena Counsulting Oakland CA 08/2016 10/2021
Lpl Financial, Llc Fort Mill SC 08/2021 12/2022
Fidelity Investments Lodi CA 02/2023 Present
Foundation Repair Of California Livermore CA 08/2018 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 11/2022
    Balam Wealth Management
    Modesto, CA
  • 04/2019 → 08/2019
    Contractor For Comcast
    Livermore, CA
  • 08/2010 → 01/2023
    C.V. Enterprise
    Modesto, CA
  • 08/2016 → 10/2021
    Audena Counsulting
    Oakland, CA
  • 08/2021 → 12/2022
    Lpl Financial, Llc
    Fort Mill, SC
  • 02/2023 → Present
    Fidelity Investments
    Lodi, CA
  • 08/2018 → 04/2019
    Foundation Repair Of California
    Livermore, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lodi, CA
  • 2021-12-22 → 2023-01-30
    Lpl Financial Llc
    Modesto, CA
Other Businesses

OBA-96371|OrgNmn:C.V.Enterprise|Org Addr:Manteca ,California,US|OBA Nature:I am an back office these days|Invst Rel:N|Title:Sole Proprietor|Duties:I sign the pay checks and I hire people mostly at this point. Managers run the day to day, |StrtDt:|TotHrs/mon:6|TrdHrs/mon:3|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
  • S66 Uniform Combined State Law Examination
    2021-12-21
Other Names
  • Jerome Williams
  • Jerome Ted Williams

View on SEC IAPD

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