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William Jones

Strategic Advisers LLC

Covington, KY

Milford, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-05-20
OH RA APPROVED 2026-05-20
TX RA APPROVED 2026-05-20
  • KY RA
    APPROVED
    Since 2026-05-20
  • OH RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED
    Since 2026-05-20

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Milford, OH • 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
Larosas Loveland OH 10/2018 06/2021
Fedex Office Mason OH 06/2021 10/2022
Unemployed Loveland OH 07/2014 10/2018
Fidelity Investments Covington KY 08/2024 Present
Larosas Loveland OH 06/2024 07/2024
Graphic Village Blue Ash OH 10/2022 07/2024
Liberty University Lynchburg VA 09/2023 Present
Loveland High School Loveland OH 08/2017 05/2021
  • 10/2018 → 06/2021
    Larosas
    Loveland, OH
  • 06/2021 → 10/2022
    Fedex Office
    Mason, OH
  • 07/2014 → 10/2018
    Unemployed
    Loveland, OH
  • 08/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2024 → 07/2024
    Larosas
    Loveland, OH
  • 10/2022 → 07/2024
    Graphic Village
    Blue Ash, OH
  • 09/2023 → Present
    Liberty University
    Lynchburg, VA
  • 08/2017 → 05/2021
    Loveland High School
    Loveland, OH
Other Businesses

OBA-121137|OrgNmn:Larosas Pizza|Org Addr:Loveland ,Ohio,US|OBA Nature:Family owned Corporation |Invst Rel:N|Title:Employee|Duties:I will Drive my car to deliver pizzas and other food.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2025-02-11
  • S66 Uniform Combined State Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2025-02-11
Other Names
  • William Jones
  • William Franklin Jones

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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