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Hailey Jones

Strategic Advisers LLC

Westlake, TX

Arlington, 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 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

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

Arlington, 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
El Arroyo Arlington TX 06/2020 05/2022
Tripps Drinks Lubbock TX 08/2023 03/2025
Ooo La Lattes Lubbock TX 10/2021 05/2022
Texas Tech University Lubbock TX 08/2021 03/2025
Texas Roadhouse Mansfield TX 02/2020 08/2020
Crickets Lubbock TX 07/2024 06/2025
Firehouse Subs Burleson TX 09/2018 02/2020
Rodeo 4 Lubbock TX 08/2022 07/2024
Fidelity Investments Westlake TX 06/2025 Present
Linda Jobe Middle School Mansfield TX 08/2014 02/2019
Mansfield Legacy High School Mansfield TX 08/2018 06/2021
Uptown Cheapskate Arlington TX 02/2019 12/2019
Defunct Arlington TX 05/2022 12/2022
  • 06/2020 → 05/2022
    El Arroyo
    Arlington, TX
  • 08/2023 → 03/2025
    Tripps Drinks
    Lubbock, TX
  • 10/2021 → 05/2022
    Ooo La Lattes
    Lubbock, TX
  • 08/2021 → 03/2025
    Texas Tech University
    Lubbock, TX
  • 02/2020 → 08/2020
    Texas Roadhouse
    Mansfield, TX
  • 07/2024 → 06/2025
    Crickets
    Lubbock, TX
  • 09/2018 → 02/2020
    Firehouse Subs
    Burleson, TX
  • 08/2022 → 07/2024
    Rodeo 4
    Lubbock, TX
  • 06/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2014 → 02/2019
    Linda Jobe Middle School
    Mansfield, TX
  • 08/2018 → 06/2021
    Mansfield Legacy High School
    Mansfield, TX
  • 02/2019 → 12/2019
    Uptown Cheapskate
    Arlington, TX
  • 05/2022 → 12/2022
    Defunct
    Arlington, TX
Other Businesses

OBA-129471|OrgNmn:Mobile Bartending|Org Addr:Arlington,Texas,US|OBA Nature:Freelance|Invst Rel:N|Title:Bartender|Duties:serve drinks to event guests|StrtDt:05-24-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-21
  • S66 Uniform Combined State Law Examination
    2025-10-21

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
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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