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Jared Quillin

Strategic Advisers LLC

Westlake, TX

Frisco, 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 2026-03-28
  • TX RA
    APPROVED
    Since 2026-03-28

Branch Locations

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

Frisco, 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
Everon Llc Fort Worth TX 02/2025 10/2025
Trophy Club Country Club Trophy Club TX 06/2020 04/2021
Cowboys Golf Club Grapevine TX 04/2021 10/2022
Vaquero Kids Club Westlake TX 10/2018 12/2019
Unemployed Keller TX 12/2019 06/2020
Unemployed Keller TX 12/2024 02/2025
Wal-Mart Stillwater OK 10/2022 12/2024
Fidelity Investments Westlake TX 11/2025 Present
Unemployed Keller TX 11/2002 10/2018
  • 02/2025 → 10/2025
    Everon Llc
    Fort Worth, TX
  • 06/2020 → 04/2021
    Trophy Club Country Club
    Trophy Club, TX
  • 04/2021 → 10/2022
    Cowboys Golf Club
    Grapevine, TX
  • 10/2018 → 12/2019
    Vaquero Kids Club
    Westlake, TX
  • 12/2019 → 06/2020
    Unemployed
    Keller, TX
  • 12/2024 → 02/2025
    Unemployed
    Keller, TX
  • 10/2022 → 12/2024
    Wal-Mart
    Stillwater, OK
  • 11/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2002 → 10/2018
    Unemployed
    Keller, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06
Other Names
  • Jared Quillin
  • Jared Ryan Quillin

View on SEC IAPD

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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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