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Daniel Newton Dollar

Strategic Advisers LLC

Jacksonville, FL

Ponte Vedra Beach, 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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Ponte Vedra Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shotgun Subs D.b.a. Jimmy John's Gourmet Sandwiches Jacksonville FL 05/2012 07/2017
Unemployed Jacksonville FL 08/2017 12/2017
J.W.B. Real Estate Capital Jacksonvile FL 01/2018 05/2018
Fgc Inc. Ponte Vedra FL 05/2018 12/2018
Unemployed Jacksonville FL 01/2019 03/2019
Fidelity Brokerage Services Llc Jacksonville FL 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → 07/2017
    Shotgun Subs D.b.a. Jimmy John's Gourmet Sandwiches
    Jacksonville, FL
  • 08/2017 → 12/2017
    Unemployed
    Jacksonville, FL
  • 01/2018 → 05/2018
    J.W.B. Real Estate Capital
    Jacksonvile, FL
  • 05/2018 → 12/2018
    Fgc Inc.
    Ponte Vedra, FL
  • 01/2019 → 03/2019
    Unemployed
    Jacksonville, FL
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-26
  • S66 Uniform Combined State Law Examination
    2019-08-26
Other Names
  • Daniel Newton Dollar
  • Daniel Dollar

View on SEC IAPD

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