Adam T Owens

Strategic Advisers LLC

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Palm Coast, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	12/2021	Present
Lowery Pena Construction Company	Manteca	CA	03/2017	11/2021
Innovation Church	Stockton	CA	07/2015	06/2017
Integrity Group International, Llc	Stockton	CA	11/2015	12/2016
Fidelity Investments	Boston	MA	03/2025	Present

12/2021 → Present

Fidelity Investments

Jacksonville, FL
03/2017 → 11/2021

Lowery Pena Construction Company

Manteca, CA
07/2015 → 06/2017

Innovation Church

Stockton, CA
11/2015 → 12/2016

Integrity Group International, Llc

Stockton, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-02-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-19
S63	Uniform Securities Agent State Law Examination	2022-04-01

S66 Uniform Combined State Law Examination

2023-01-19
S63 Uniform Securities Agent State Law Examination

2022-04-01

Other Names

Adam Theodore Owens
Adam T Owens

View on SEC IAPD

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