Ethan Xavier Jones

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-06-15
OH	RA	APPROVED	2026-06-15
TX	RA	APPROVED	2026-06-15

KY RA
APPROVED

Since 2026-06-15
OH RA
APPROVED

Since 2026-06-15
TX RA
APPROVED

Since 2026-06-15

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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

Organization	City	State	From	To
Hammond High School	Columbia	MD	01/2016	05/2019
Fidelity Investments	Covington	KY	02/2026	Present
Maryland Yacht Club	Pasadena	MD	05/2020	11/2020
Boxlunch	Columbia	MD	05/2019	04/2020
Jeni'S Splendid Ice Creams	Norwood	OH	06/2023	01/2026
Unemployed	Cincinnati	OH	11/2020	01/2021
Pnc Bank	Cincinnati	OH	01/2021	06/2021
National Coatings And Supplies	Cincinnati	OH	06/2021	05/2023

01/2016 → 05/2019

Hammond High School

Columbia, MD
02/2026 → Present

Fidelity Investments

Covington, KY
05/2020 → 11/2020

Maryland Yacht Club

Pasadena, MD
05/2019 → 04/2020

Boxlunch

Columbia, MD
06/2023 → 01/2026

Jeni'S Splendid Ice Creams

Norwood, OH
11/2020 → 01/2021

Unemployed

Cincinnati, OH
01/2021 → 06/2021

Pnc Bank

Cincinnati, OH
06/2021 → 05/2023

National Coatings And Supplies

Cincinnati, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-08

S66 Uniform Combined State Law Examination

2026-06-08

Other Names

Ethan Jones

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

ROBERT W. BAIRD & CO. INCORPORATED

EP WEALTH ADVISORS

DEAN DORTON WEALTH MANAGEMENT, LLC

PFS INVESTMENTS INC.

W&S BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

Other Investors

CHRISTOPHER M HATFIELD

JOSEPH D QUIGLEY

BERNARD WILLIAM WESSELMAN

TIMOTHY J WALLIN

JAIME MARIE LANHAM

DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY

STRATEGIC ADVISERS LLC · COVINGTON, KY

PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY

ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY

EP WEALTH ADVISORS · Fort Wright, KY

DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY

EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

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