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Joshua Wills

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 7456090

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Investments Westlake TX 10/2021 Present
Jp Morgan Chase Fort Worth TX 11/2020 10/2021
Unemployed Mineral Wells TX 11/2019 11/2020
Lids Kapolei HI 07/2016 10/2019
Windward Community College Kaneohe HI 08/2014 05/2017
University Of Hawaii At Manoa Honolulu HI 08/2017 05/2019
  • 10/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2020 → 10/2021
    Jp Morgan Chase
    Fort Worth, TX
  • 11/2019 → 11/2020
    Unemployed
    Mineral Wells, TX
  • 07/2016 → 10/2019
    Lids
    Kapolei, HI
  • 08/2014 → 05/2017
    Windward Community College
    Kaneohe, HI
  • 08/2017 → 05/2019
    University Of Hawaii At Manoa
    Honolulu, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-05
S63 Uniform Securities Agent State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2026-03-05
  • S63 Uniform Securities Agent State Law Examination
    2022-04-08
Other Names
  • Joshua Liloa Wills

View on SEC IAPD

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