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Jonathan Carr

Strategic Advisers LLC

Westlake, TX

Denton, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Denton, TX • 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
Baylor University Foster Technology Center Waco TX 01/2015 05/2018
Ess Denton TX 09/2020 08/2021
Denton Isd Denton TX 08/2021 06/2024
Fidelity Investments Westlake TX 08/2024 Present
Blue Stars Drum & Bugle Corps La Crosse WI 06/2021 08/2024
Multiview Inc. Irving TX 09/2018 05/2020
Unemployed Waco TX 05/2018 09/2018
Unemployed Denton TX 05/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 05/2018
    Baylor University Foster Technology Center
    Waco, TX
  • 09/2020 → 08/2021
    Ess
    Denton, TX
  • 08/2021 → 06/2024
    Denton Isd
    Denton, TX
  • 08/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2021 → 08/2024
    Blue Stars Drum & Bugle Corps
    La Crosse, WI
  • 09/2018 → 05/2020
    Multiview Inc.
    Irving, TX
  • 05/2018 → 09/2018
    Unemployed
    Waco, TX
  • 05/2020 → 09/2020
    Unemployed
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-16
  • S66 Uniform Combined State Law Examination
    2025-01-16

View on SEC IAPD

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VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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