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Jonathan Mascorro

Strategic Advisers LLC

Bedford, 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 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-24

Branch Locations

Bedford, 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
Rushmore Loan Management Farmers Branch TX 06/2015 04/2017
Seniors Life Protection Boise ID 12/2023 05/2024
New American Funding Tustin CA 05/2024 03/2025
Caliber Home Loans Irving TX 05/2020 05/2020
Fidelity Investments Westlake TX 06/2025 Present
Medicaid Done Right Clearwater FL 06/2019 08/2019
Stay At Home Bedford TX 03/2025 06/2025
Nationstar Mortgage Dba Mr. Cooper Lewisville TX 05/2020 12/2023
Long Term Travel/ Sabbatical Euless TX 04/2017 06/2019
Cardinal Financial Dallas TX 08/2019 05/2020
  • 06/2015 → 04/2017
    Rushmore Loan Management
    Farmers Branch, TX
  • 12/2023 → 05/2024
    Seniors Life Protection
    Boise, ID
  • 05/2024 → 03/2025
    New American Funding
    Tustin, CA
  • 05/2020 → 05/2020
    Caliber Home Loans
    Irving, TX
  • 06/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2019 → 08/2019
    Medicaid Done Right
    Clearwater, FL
  • 03/2025 → 06/2025
    Stay At Home
    Bedford, TX
  • 05/2020 → 12/2023
    Nationstar Mortgage Dba Mr. Cooper
    Lewisville, TX
  • 04/2017 → 06/2019
    Long Term Travel/ Sabbatical
    Euless, TX
  • 08/2019 → 05/2020
    Cardinal Financial
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29
Other Names
  • Jonathan Mascorro
  • Jonathan Jay Mascorro

View on SEC IAPD

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