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Jonathan Prescott Coats

Strategic Advisers LLC

Ft Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ft Lauderdale, FL • 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
Thrivent Investment Management Inc Houston TX 12/2018 08/2020
Unemployed Houston TX 03/2018 12/2018
Bank Of America Houston TX 04/2011 02/2018
Thrivent Financial Appleton WI 01/2019 05/2019
Thrivent Financial Appleton WI 05/2019 08/2020
Fidelity Investments Miami FL 05/2021 Present
Unemployed Houston TX 09/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 08/2020
    Thrivent Investment Management Inc
    Houston, TX
  • 03/2018 → 12/2018
    Unemployed
    Houston, TX
  • 04/2011 → 02/2018
    Bank Of America
    Houston, TX
  • 01/2019 → 05/2019
    Thrivent Financial
    Appleton, WI
  • 05/2019 → 08/2020
    Thrivent Financial
    Appleton, WI
  • 05/2021 → Present
    Fidelity Investments
    Miami, FL
  • 09/2020 → 04/2021
    Unemployed
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Jonathan Coats
  • Jon Coats
  • Jonathan Prescott Coats

View on SEC IAPD

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