Best Investors Account Sign in

Jonathan Micheal Boston

Strategic Advisers LLC

Neptune Beach, FL

Jacksonville, FL

Claim This Profile
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

Neptune Beach, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Palm Valley Outdoors Ponte Vedra Beach FL 08/2014 06/2022
Beach Marina Jacksonville Beach FL 08/2015 09/2016
Jon's Lawn Company Ponte Vedra Beach FL 01/2012 05/2017
Fidelity Investments Covington KY 06/2022 Present
Doordash Inc. Jacksonville FL 02/2021 06/2022
University Of North Florida Jacksonville FL 08/2015 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 06/2022
    Palm Valley Outdoors
    Ponte Vedra Beach, FL
  • 08/2015 → 09/2016
    Beach Marina
    Jacksonville Beach, FL
  • 01/2012 → 05/2017
    Jon's Lawn Company
    Ponte Vedra Beach, FL
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 02/2021 → 06/2022
    Doordash Inc.
    Jacksonville, FL
  • 08/2015 → 05/2020
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-88728|OrgNmn:DoorDash Inc.|Org Addr:Neptune Be,Florida,US|OBA Nature:Delivering food to nearby cust|Invst Rel:N|Title:Delivery Driver|Duties:Delivering food to customers using my personal vehicle|StrtDt:02-01-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2022-10-21
Other Names
  • Jonathan Boston
  • Jonathan Michael Boston

View on SEC IAPD

More in Neptune Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor