Best Investors Account Sign in

Dante Reynaud Jefferson

Strategic Advisers LLC

Mckinney, TX

Westlake, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Mckinney, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Edelman Financial Services Llc Fairfax VA 05/2013 10/2017
Lyft Alexandria VA 10/2017 07/2018
Raymond James Financial Services Advisors Inc. Reston VA 10/2017 07/2018
Jtb International And Global Advisor Group Reston VA 10/2017 07/2018
Fisher Investments Plano TX 08/2018 10/2019
Fidelity Brokerage Services Llc Westlake TX 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 10/2017
    Edelman Financial Services Llc
    Fairfax, VA
  • 10/2017 → 07/2018
    Lyft
    Alexandria, VA
  • 10/2017 → 07/2018
    Raymond James Financial Services Advisors Inc.
    Reston, VA
  • 10/2017 → 07/2018
    Jtb International And Global Advisor Group
    Reston, VA
  • 08/2018 → 10/2019
    Fisher Investments
    Plano, TX
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-29
  • S66 Uniform Combined State Law Examination
    2010-10-29
Designations
Other Names
  • Dante Jefferson
  • Dante Reynaud Jefferson

View on SEC IAPD

More in Mckinney, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor