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Chase Owens

Strategic Advisers LLC

Fort Worth, TX

Westlake, 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 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-20

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Steve Nanez Insurance Agency Boerne TX 05/2024 07/2025
Vineyard Vines San Antonio TX 01/2023 05/2024
Ridglea Country Club Fort Worth TX 05/2023 08/2023
The University Of Texas At San Antonio San Antonio TX 08/2022 09/2023
Southwest Christian School Fort Worth TX 05/2019 01/2021
Oklahoma Wesleyan University Bartlesville OK 08/2020 05/2022
The University Of Texas At San Antonio San Antonio TX 08/2022 05/2025
State Farm Vp Management Corp. San Antonio TX 01/2025 07/2025
Self-Employed Fort Worth TX 05/2022 08/2022
Southwest Christian School Fort Worth TX 08/2016 05/2020
Fidelity Investments Westlake TX 07/2025 Present
  • 05/2024 → 07/2025
    Steve Nanez Insurance Agency
    Boerne, TX
  • 01/2023 → 05/2024
    Vineyard Vines
    San Antonio, TX
  • 05/2023 → 08/2023
    Ridglea Country Club
    Fort Worth, TX
  • 08/2022 → 09/2023
    The University Of Texas At San Antonio
    San Antonio, TX
  • 05/2019 → 01/2021
    Southwest Christian School
    Fort Worth, TX
  • 08/2020 → 05/2022
    Oklahoma Wesleyan University
    Bartlesville, OK
  • 08/2022 → 05/2025
    The University Of Texas At San Antonio
    San Antonio, TX
  • 01/2025 → 07/2025
    State Farm Vp Management Corp.
    San Antonio, TX
  • 05/2022 → 08/2022
    Self-Employed
    Fort Worth, TX
  • 08/2016 → 05/2020
    Southwest Christian School
    Fort Worth, TX
  • 07/2025 → Present
    Fidelity Investments
    Westlake, TX
Other Businesses

OBA-129097|OrgNmn:Cowtown Crunch|Org Addr:Fort Worth,Texas,US|OBA Nature:Selling kettle corn to farmers|Invst Rel:N|Title:Co-owner|Duties:Making and selling kettle corn|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-20
S63 Uniform Securities Agent State Law Examination 2025-02-14
  • S65 Uniform Investment Adviser Law Examination
    2025-05-20
  • S63 Uniform Securities Agent State Law Examination
    2025-02-14
Other Names
  • Chase Owens
  • Chase Alexander Owens

View on SEC IAPD

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