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Joshua Thomas Denton

Strategic Advisers LLC

San Jose, CA

Gilroy, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

Gilroy, 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
Wells Fargo Bank Na San Jose CA 06/2011 04/2019
Wells Fargo Clearing Services Llc San Jose CA 04/2019 12/2024
Fidelity Investments San Jose CA 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 04/2019
    Wells Fargo Bank Na
    San Jose, CA
  • 04/2019 → 12/2024
    Wells Fargo Clearing Services Llc
    San Jose, CA
  • 12/2024 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gilroy, CA
    San Jose, CA
  • 2019-10-08 → 2024-11-12
    Wells Fargo Clearing Services, Llc
    San Jose, CA
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-08
  • S66 Uniform Combined State Law Examination
    2019-10-08

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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