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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

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

Georgetown, 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
Unemployed Dallas TX 05/2021 11/2021
Texas Tech University Lubbock TX 08/2017 05/2021
Academy Sports & Outdoors Lubbock TX 10/2020 04/2021
Tenable Columbia MD 06/2019 08/2019
Dallas Country Club Dallas TX 07/2017 08/2017
Unemployed Belton TX 05/2017 07/2017
Salado High School Salado TX 08/2015 05/2017
Equitable Advisors, Llc Dallas TX 11/2021 04/2022
Unemployed Dallas TX 04/2022 07/2022
Fidelity Investments Georgetown TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 11/2021
    Unemployed
    Dallas, TX
  • 08/2017 → 05/2021
    Texas Tech University
    Lubbock, TX
  • 10/2020 → 04/2021
    Academy Sports & Outdoors
    Lubbock, TX
  • 06/2019 → 08/2019
    Tenable
    Columbia, MD
  • 07/2017 → 08/2017
    Dallas Country Club
    Dallas, TX
  • 05/2017 → 07/2017
    Unemployed
    Belton, TX
  • 08/2015 → 05/2017
    Salado High School
    Salado, TX
  • 11/2021 → 04/2022
    Equitable Advisors, Llc
    Dallas, TX
  • 04/2022 → 07/2022
    Unemployed
    Dallas, TX
  • 07/2022 → Present
    Fidelity Investments
    Georgetown, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
S63 Uniform Securities Agent State Law Examination 2022-05-16
  • S66 Uniform Combined State Law Examination
    2023-06-23
  • S63 Uniform Securities Agent State Law Examination
    2022-05-16
Other Names
  • Jackson Arredondo
  • Jackson Thomas Arredondo

View on SEC IAPD

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