Casey Jones

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
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Roswell, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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
Wealth Integrity Financial	Duluth	GA	03/2016	10/2023
Lpl Financial, Llc	Duluth	GA	04/2016	10/2023
Fidelity Investments	Westlake	TX	11/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → 10/2023

Wealth Integrity Financial

Duluth, GA
04/2016 → 10/2023

Lpl Financial, Llc

Duluth, GA
11/2023 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Atlanta, GA
2018-05-16 → 2023-11-13

Lpl Financial Llc

Duluth, GA

Other Businesses

OBA-112753|OrgNmn:Fieldstone Realty Partners|Org Addr:Atlanta,Georgia,US|OBA Nature:HOA President for my community|Invst Rel:N|Title:President|Duties:Meet with board members to discuss community projects and activities.|StrtDt:09-05-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-04-23

S66 Uniform Combined State Law Examination

2018-04-23

Designations

Other Names

Casey Wayne Jones

View on SEC IAPD

More in Roswell, GA

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