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Jana Mae Walker

Strategic Advisers LLC

Westlake, TX

Rhome, 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 2026-01-26
  • TX RA
    APPROVED
    Since 2026-01-26

Branch Locations

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

Rhome, 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
Bell Helicopter Hurst TX 05/2022 08/2023
The Keller Pointe Keller TX 12/2021 01/2022
Ut Arlington Arlington TX 01/2022 05/2022
Unemployed Fort Worth TX 11/2021 12/2021
Fidelity Investments Westlake TX 01/2025 Present
Ut Arlington Arlington TX 08/2023 10/2023
United States Marine Corps Camp Pendleton CA 11/2016 11/2021
Texas Roadhouse Mansfield TX 10/2023 01/2025
Leblanc & Associates Olathe KS 05/2015 11/2016
  • 05/2022 → 08/2023
    Bell Helicopter
    Hurst, TX
  • 12/2021 → 01/2022
    The Keller Pointe
    Keller, TX
  • 01/2022 → 05/2022
    Ut Arlington
    Arlington, TX
  • 11/2021 → 12/2021
    Unemployed
    Fort Worth, TX
  • 01/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2023 → 10/2023
    Ut Arlington
    Arlington, TX
  • 11/2016 → 11/2021
    United States Marine Corps
    Camp Pendleton, CA
  • 10/2023 → 01/2025
    Texas Roadhouse
    Mansfield, TX
  • 05/2015 → 11/2016
    Leblanc & Associates
    Olathe, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
S63 Uniform Securities Agent State Law Examination 2025-03-13
  • S66 Uniform Combined State Law Examination
    2025-04-30
  • S63 Uniform Securities Agent State Law Examination
    2025-03-13
Other Names
  • Jana Mae Long
  • Jana Walker

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
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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