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Ethan Xavier Jones

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

CRD 8220862

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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

Nearby Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY

Nearby Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY

More in Covington, KY

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