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William Jess Romines Mccain

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, 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
Provosty, Sadler, & Delauney Law Firm Alexandria LA 05/2016 12/2016
Louisiana State University Alexandria LA 12/2016 05/2017
Crawfish Aquatics Baton Rouge LA 05/2017 07/2018
Our Lady Of Prompt Succor School Alexandria LA 11/2018 05/2019
Unemployed Alexandria LA 06/2019 11/2020
Fidelity Investments Southlake TX 12/2020 09/2021
Unemployed Alexandria LA 08/2018 11/2018
Fidelity Investments Westlake TX 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 12/2016
    Provosty, Sadler, & Delauney Law Firm
    Alexandria, LA
  • 12/2016 → 05/2017
    Louisiana State University
    Alexandria, LA
  • 05/2017 → 07/2018
    Crawfish Aquatics
    Baton Rouge, LA
  • 11/2018 → 05/2019
    Our Lady Of Prompt Succor School
    Alexandria, LA
  • 06/2019 → 11/2020
    Unemployed
    Alexandria, LA
  • 12/2020 → 09/2021
    Fidelity Investments
    Southlake, TX
  • 08/2018 → 11/2018
    Unemployed
    Alexandria, LA
  • 09/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-22
S63 Uniform Securities Agent State Law Examination 2021-12-06
  • S66 Uniform Combined State Law Examination
    2023-02-22
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06
Other Names
  • William Jess Romines Mccain
  • William Mccain

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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