Jerrod P Shearer

Strategic Advisers LLC

Willow Park, TX

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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

Willow Park, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Fidelity Investments	Westlake	TX	04/2014	06/2017
Fidelity Brokerage Services Llc	Westlake	TX	02/2018	Present
National Charitable Services	Westlake	TX	06/2017	02/2018
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2014 → 06/2017

Fidelity Investments

Westlake, TX
02/2018 → Present

Fidelity Brokerage Services Llc

Westlake, TX
06/2017 → 02/2018

National Charitable Services

Westlake, TX
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

Southlake, TX

Willow Park, TX
2018-02-20 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Westlake, TX
2015-03-04 → 2017-06-13

Strategic Advisers Llc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-27
S63	Uniform Securities Agent State Law Examination	2014-06-13

S66 Uniform Combined State Law Examination

2015-02-27
S63 Uniform Securities Agent State Law Examination

2014-06-13

Other Names

Jerrod Preston Shearer
Jerrod Shearer

View on SEC IAPD

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