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Jesse Delfonte Wooten

Strategic Advisers LLC

Fairfield, CT

Ansonia, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-24
TX RA APPROVED 2025-10-14
CT RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-10-24
  • TX RA
    APPROVED
    Since 2025-10-14
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Ansonia, CT • 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
Morgan Stanley Greenwich CT 06/2018 03/2019
Confident Financial Services Llc Milford CT 03/2019 08/2019
Rbc Capital Markets Llc New Haven CT 04/2015 06/2018
Fidelity Investments Stamford CT 07/2024 Present
Wells Fargo Clearing Services, Llc Tarrytown NY 09/2019 07/2024
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2024-09-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Stamford, CT
  • 2019-09-13 → 2024-07-23
    Wells Fargo Clearing Services, Llc
    Tarrytown, NY
    Purchase, NY
    Harrison, NY
    Mamaroneck, NY
    Harrison, NY
    Watertown, CT
    White Plains, NY
    New Haven, CT
    Scarsdale, NY
    Purchase, NY
  • 2018-07-17 → 2019-04-02
    Morgan Stanley
    Greenwich, CT
  • 2016-10-11 → 2018-06-27
    Rbc Capital Markets, Llc
    New Haven, CT
    Hartford, CT
    Farmington, CT
  • 2014-01-28 → 2014-11-21
    Msi Financial Services, Inc.
    Shelton, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-15
  • S66 Uniform Combined State Law Examination
    2014-01-15
Other Names
  • Jesse Wooten
  • Jesse D Wooten

View on SEC IAPD

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