Connor Jess Henkle

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

3100 West Ray Road Suite 201, Chandler, AZ 85226-2470 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Indianapolis	IN	08/2018	01/2022
The Tap	Indianapolis	IN	05/2017	01/2019
Jewell-Rittman Family Funeral Home	Columbus	IN	05/2017	08/2017
Texas Roadhouse	Indianapolis	IN	11/2014	05/2017
Fidelity Investments	Indianapolis	IN	01/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2018 → 01/2022

Charles Schwab & Co., Inc.

Indianapolis, IN
05/2017 → 01/2019

The Tap

Indianapolis, IN
05/2017 → 08/2017

Jewell-Rittman Family Funeral Home

Columbus, IN
11/2014 → 05/2017

Texas Roadhouse

Indianapolis, IN
01/2022 → Present

Fidelity Investments

Indianapolis, IN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Carmel, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-15
S63	Uniform Securities Agent State Law Examination	2019-08-14

S66 Uniform Combined State Law Examination

2022-07-15
S63 Uniform Securities Agent State Law Examination

2019-08-14

Other Names

Connor J Henkle
Connor Jess Henkle

View on SEC IAPD

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