Best Investors Account Sign in

Morgan P Jones

Strategic Advisers LLC

Kansas City, MO

Overland Park, KS

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kansas City, MO • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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
Fidelity Investments Overland Park KS 09/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → Present
    Fidelity Investments
    Overland Park, KS
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Kansas City, MO
    Overland Park, KS
  • 2013-12-13 → 2018-07-13
    Strategic Advisers Llc
    Overland Park, KS
  • 2010-08-06 → 2012-04-27
    Prairie Capital Management, Llc
    Kansas City, MO
  • 2008-01-02 → 2010-08-02
    Prairie Capital Management Llc
    Kansas City, MO
  • 2007-01-24 → 2007-12-31
    Prairie Capital Management Inc
    Kansas City, MO
Other Businesses

OBA-15220|OrgNmn:Missouri State University Foundation|Org Addr:Springfiel,Missouri,US|OBA Nature:Fundraising for scholarships a|Invst Rel:Y|Title:Subcommittee Member of Foundation|Duties:Advisory in nature, with no governance or decision making authority.|StrtDt:06-02-20|TotHrs/mon:1|TrdHrs/mon:1|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-11-26
S66 Uniform Combined State Law Examination 2007-01-23
  • S63 Uniform Securities Agent State Law Examination
    2013-11-26
  • S66 Uniform Combined State Law Examination
    2007-01-23
Designations
Other Names
  • Morgan Perry Jones

View on SEC IAPD

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor