Jonathan Kyle Whitfield

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Haslet, 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

Organization	City	State	From	To
Tdameritrade, Inc	Fort Worth	TX	07/2014	08/2018
Edward Jones	St.LOuis	MO	08/2018	02/2019
Fidelity Brokerage Services Llc	Westlake	TX	02/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2014 → 08/2018

Tdameritrade, Inc

Fort Worth, TX
08/2018 → 02/2019

Edward Jones

St.LOuis, MO
02/2019 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-03-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2018-08-27 → 2019-02-14

Edward Jones

Crowley, TX

St Louis, MO

Fort Worth, TX
2014-09-29 → 2018-08-17

Td Ameritrade, Inc.

Westlake, TX

Westlake, TX

Westlake, TX
2014-09-29 → 2018-08-17

Td Ameritrade Investment Management, Llc

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-29
S63	Uniform Securities Agent State Law Examination	2013-05-08

S66 Uniform Combined State Law Examination

2014-09-29
S63 Uniform Securities Agent State Law Examination

2013-05-08

Other Names

Jonathan Kyle Whitfield
Jonathan Whitfield

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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