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Justin Mock

Strategic Advisers LLC

Magnolia, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Magnolia, 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
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. San Antonio TX 05/2014 02/2019
Usaa Financial Planning Services San Antonio TX 05/2014 02/2019
Usaa Investment Management Company San Antonio TX 01/2018 02/2019
Way Engineering Houston TX 02/2019 05/2020
Valic Financial Advisors, Inc. Houston TX 06/2020 12/2021
Fidelity Investments Southlake TX 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 02/2019
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 05/2014 → 02/2019
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 02/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 02/2019 → 05/2020
    Way Engineering
    Houston, TX
  • 06/2020 → 12/2021
    Valic Financial Advisors, Inc.
    Houston, TX
  • 12/2021 → Present
    Fidelity Investments
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
  • 2020-06-30 → 2021-12-22
    Valic Financial Advisors, Inc.
    Houston, TX
  • 2018-01-08 → 2019-03-05
    Usaa Investment Services Company
    San Antonio, TX
  • 2015-12-23 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-09
S63 Uniform Securities Agent State Law Examination 2014-07-17
  • S65 Uniform Investment Adviser Law Examination
    2015-12-09
  • S63 Uniform Securities Agent State Law Examination
    2014-07-17
Other Names
  • Justin A Mock
  • Justin Mock
  • Justin Allen-Randolph Mock

View on SEC IAPD

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