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Jake Cole Hanson

Strategic Advisers LLC

Westlake, 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

One Destiny Way, Westlake, TX 76262-8103 • 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
University Of Texas At Dallas Richardson TX 10/2017 01/2019
Tgi Friday's Dallas TX 05/2017 09/2017
University Of Texas At Dallas Richardson TX 09/2016 04/2017
Axa Advisors, Llc Dallas TX 01/2019 05/2019
Fidelity Brokerage Services Llc Westlake TX 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 01/2019
    University Of Texas At Dallas
    Richardson, TX
  • 05/2017 → 09/2017
    Tgi Friday's
    Dallas, TX
  • 09/2016 → 04/2017
    University Of Texas At Dallas
    Richardson, TX
  • 01/2019 → 05/2019
    Axa Advisors, Llc
    Dallas, TX
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-26
S63 Uniform Securities Agent State Law Examination 2019-01-26
  • S66 Uniform Combined State Law Examination
    2019-07-26
  • S63 Uniform Securities Agent State Law Examination
    2019-01-26
Other Names
  • Cole Hanson
  • Jake Cole Hanson
  • Jake Hanson

View on SEC IAPD

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JACOB BRANDON KINNARD
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JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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