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Jonathan W Taylor

Strategic Advisers LLC

Gilbert, AZ

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Gilbert, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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
Fidelity Brokerage Services, Inc. Slat Lake City UT 09/1995 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/1995 → Present
    Fidelity Brokerage Services, Inc.
    Slat Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Chandler, AZ
    Gilbert, AZ
  • 2007-02-02 → 2018-07-13
    Strategic Advisers Llc
    Tigard, OR
    Gilbert, AZ
  • 1999-07-07 → 2006-12-31
    Strategic Advisers Llc
    Tigard, OR
Other Businesses

OBA-14307|OrgNmn:Wayne Capital LLC|Org Addr:Gilbert,Arizona,US|OBA Nature:Nothing, it was created in ant|Invst Rel:Y|Title:Member/Manager|Duties:Nothing since est. The LLC was established to purchase real estate, reference PST#21609. Never used|StrtDt:07-27-17|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-30
S63 Uniform Securities Agent State Law Examination 1995-10-19
  • S65 Uniform Investment Adviser Law Examination
    1999-06-30
  • S63 Uniform Securities Agent State Law Examination
    1995-10-19
Designations
Other Names
  • Jonathan Wade Taylor

View on SEC IAPD

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