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Joshua Jones

Strategic Advisers LLC

Lakewood Ranch, 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

Lakewood Ranch, 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
Wells Fargo Bank, Na Sarasota FL 10/2016 11/2020
Wells Fargo Clearing Services, Llc Sarasota FL 04/2019 11/2020
Ymca Bradenton FL 04/2012 10/2016
Macy's Bradenton FL 04/2011 10/2016
Morgan Stanley Sarasota FL 11/2020 02/2021
Morgan Stanley Private Bank, N.A New York NY 11/2020 02/2021
Suncoast Credit Union Tampa FL 04/2021 12/2021
Cuna Brokerage Services, Inc. Waverly IA 04/2021 12/2021
Unemployed Sarasota FL 02/2021 04/2021
Unemployed Sarasota FL 12/2021 02/2022
Fidelity Investments Sarasota FL 02/2022 Present
The University Of South Florida Tampa FL 01/2015 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 11/2020
    Wells Fargo Bank, Na
    Sarasota, FL
  • 04/2019 → 11/2020
    Wells Fargo Clearing Services, Llc
    Sarasota, FL
  • 04/2012 → 10/2016
    Ymca
    Bradenton, FL
  • 04/2011 → 10/2016
    Macy's
    Bradenton, FL
  • 11/2020 → 02/2021
    Morgan Stanley
    Sarasota, FL
  • 11/2020 → 02/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 04/2021 → 12/2021
    Suncoast Credit Union
    Tampa, FL
  • 04/2021 → 12/2021
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 02/2021 → 04/2021
    Unemployed
    Sarasota, FL
  • 12/2021 → 02/2022
    Unemployed
    Sarasota, FL
  • 02/2022 → Present
    Fidelity Investments
    Sarasota, FL
  • 01/2015 → 01/2019
    The University Of South Florida
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
Other Businesses

OBA-66428|OrgNmn:Jones Family Company LLC|Org Addr:Sarasota,Florida,US|OBA Nature:Rental Income|Invst Rel:Y|Title:Manager|Duties:N/A|StrtDt:04-06-21|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-16
S63 Uniform Securities Agent State Law Examination 2019-11-18
  • S66 Uniform Combined State Law Examination
    2023-02-16
  • S63 Uniform Securities Agent State Law Examination
    2019-11-18
Other Names
  • Josh Jones
  • Joshua Jones
  • Joshua Alexander Jones

View on SEC IAPD

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