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John O Wasson

Strategic Advisers LLC

Plano, TX

Mckinney, 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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Mckinney, 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
Fidelity Brokerage Services Llc Westlake TX 06/2014 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-13090|OrgNmn:Self Employed|Org Addr:McKinney,Texas,US|OBA Nature:Musician|Invst Rel:N|Title:Musician|Duties:Church MusicianAlbum SalesStudio Recording|StrtDt:02-07-17|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-03
S66 Uniform Combined State Law Examination 2019-04-24
  • S63 Uniform Securities Agent State Law Examination
    2026-02-03
  • S66 Uniform Combined State Law Examination
    2019-04-24
Other Names
  • John Owen Wasson

View on SEC IAPD

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Other Offices

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VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
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