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Xavier Colon

Strategic Advisers LLC

Friendswood, TX

Katy, 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 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States

Katy, 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
Jpmorgan Chase Bank Bronx NY 07/2011 07/2017
Jp Morgan Securities Llc Yonkers NY 07/2017 05/2021
Unemployed Bronx NY 05/2021 04/2023
Fidelity Investments Friendswood TX 04/2023 Present
  • 07/2011 → 07/2017
    Jpmorgan Chase Bank
    Bronx, NY
  • 07/2017 → 05/2021
    Jp Morgan Securities Llc
    Yonkers, NY
  • 05/2021 → 04/2023
    Unemployed
    Bronx, NY
  • 04/2023 → Present
    Fidelity Investments
    Friendswood, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-14
S63 Uniform Securities Agent State Law Examination 2017-09-11
  • S66 Uniform Combined State Law Examination
    2025-01-14
  • S63 Uniform Securities Agent State Law Examination
    2017-09-11
Other Names
  • Xavier Colon
  • Xavier Issac Colon
  • Xavier Isaac Colon

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

STEPHEN M CARMONA
L. LEZETTE MARION
HEATH M. WARREN
BROCK NOLIN
MATTHEW XAVIER GRIECO
JOSHUA GURVEY
KEVIN J HELMER
HUGH CLAY JOHNSON

Other Offices

CHARLES SCHWAB & CO., INC. · Webster, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRIENDSWOOD, TX
COMMONWEALTH FINANCIAL NETWORK · FRIENDSWOOD, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · WEBSTER, TX

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