Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Denver, CO • 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
Fidelity Investments Greenwood Village CO 06/2020 Present
Professional Planning Group New England Westerly RI 05/2019 08/2019
B&B Dockside Westerly RI 05/2019 08/2019
B&B Dockside Westerly RI 05/2018 08/2018
Elon University Elon NC 08/2018 05/2020
Elon University Campus Recreation And Wellness Department Elon NC 02/2018 05/2018
Elon University Elon NC 08/2017 02/2018
B&B Dockside Westerly RI 05/2017 08/2017
Elon University Elon NC 08/2016 05/2017
Unemployed Charlestown RI 05/2020 06/2020
Elon University Campus Recreation And Wellness Department Elon NC 01/2019 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2019 → 08/2019
    Professional Planning Group New England
    Westerly, RI
  • 05/2019 → 08/2019
    B&B Dockside
    Westerly, RI
  • 05/2018 → 08/2018
    B&B Dockside
    Westerly, RI
  • 08/2018 → 05/2020
    Elon University
    Elon, NC
  • 02/2018 → 05/2018
    Elon University Campus Recreation And Wellness Department
    Elon, NC
  • 08/2017 → 02/2018
    Elon University
    Elon, NC
  • 05/2017 → 08/2017
    B&B Dockside
    Westerly, RI
  • 08/2016 → 05/2017
    Elon University
    Elon, NC
  • 05/2020 → 06/2020
    Unemployed
    Charlestown, RI
  • 01/2019 → 05/2020
    Elon University Campus Recreation And Wellness Department
    Elon, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2020-10-09
  • S66 Uniform Combined State Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2020-10-09
Designations
Other Names
  • Maisie Jones
  • Mason Elizabeth Jones
  • Mason Jones

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor