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Samuel David Jones

Strategic Advisers LLC

Centennial, CO

Lone Tree, CO

Parker, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Parker, CO • 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 Lone Tree CO 05/2022 Present
Kroger Parker CO 05/2021 04/2022
Amazon Centennial CO 04/2020 08/2020
Wigwam Resort Phoenix AZ 02/2019 03/2020
Cherry Hills Country Club Cherry Hills Village CO 05/2016 05/2020
Koko Fitness Club Parker CO 09/2016 03/2017
Grand Canyon University Phoenix AZ 09/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 05/2021 → 04/2022
    Kroger
    Parker, CO
  • 04/2020 → 08/2020
    Amazon
    Centennial, CO
  • 02/2019 → 03/2020
    Wigwam Resort
    Phoenix, AZ
  • 05/2016 → 05/2020
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 09/2016 → 03/2017
    Koko Fitness Club
    Parker, CO
  • 09/2020 → 04/2021
    Grand Canyon University
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-07
S63 Uniform Securities Agent State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-12-07
  • S63 Uniform Securities Agent State Law Examination
    2022-09-09

View on SEC IAPD

Other Firms

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TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC
FI401K ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
GENEOS WEALTH MANAGEMENT, INC.
PALLER FINANCIAL SERVICES, INC.

Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

More in Centennial, CO

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