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Jackson B. Hale

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, TX

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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

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

Fort Worth, 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
Charles Schwab & Co., Inc. Chestnut Hill MA 08/2019 05/2024
Charles Schwab & Co., Inc. Phoenix AZ 06/2018 08/2019
Industrypro Woodstock GA 01/2018 04/2018
University Of New Hampshire Housing Durham NH 05/2017 08/2017
Arizona State University Tempe AZ 08/2015 05/2019
Charles Schwab Bank, Ssb Chestnut Hill MA 05/2021 05/2024
Fidelity Investments Fort Worth TX 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 05/2024
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 06/2018 → 08/2019
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2018 → 04/2018
    Industrypro
    Woodstock, GA
  • 05/2017 → 08/2017
    University Of New Hampshire Housing
    Durham, NH
  • 08/2015 → 05/2019
    Arizona State University
    Tempe, AZ
  • 05/2021 → 05/2024
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
  • 05/2024 → Present
    Fidelity Investments
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
  • 2020-05-22 → 2024-05-21
    Charles Schwab & Co., Inc.
    Fort Worth, TX
    Westlake, TX
    Lake Oswego, OR
    Vancouver, WA
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-22
  • S66 Uniform Combined State Law Examination
    2020-05-22
Other Names
  • Jackson Hale
  • Jackson Briggs Hale

View on SEC IAPD

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GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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