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Jalen Armendariz

Strategic Advisers LLC

Mansfield, TX

Westlake, 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

Mansfield, 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
Equitable Advisors, Llc New York NY 07/2023 02/2024
Planet Orange Stillwater OK 09/2021 05/2023
Morgan Stanley Midland TX 06/2022 07/2022
Kroger Mansfield TX 04/2020 07/2021
Colvin Recreation Center Stillwater OK 08/2019 09/2020
Market Street Mansfield TX 04/2018 06/2019
Oklahoma State University Stillwater OK 09/2019 05/2023
Mansfield Lakeridge High School Mansfield TX 09/2015 06/2019
Fidelity Investments Westlake TX 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 02/2024
    Equitable Advisors, Llc
    New York, NY
  • 09/2021 → 05/2023
    Planet Orange
    Stillwater, OK
  • 06/2022 → 07/2022
    Morgan Stanley
    Midland, TX
  • 04/2020 → 07/2021
    Kroger
    Mansfield, TX
  • 08/2019 → 09/2020
    Colvin Recreation Center
    Stillwater, OK
  • 04/2018 → 06/2019
    Market Street
    Mansfield, TX
  • 09/2019 → 05/2023
    Oklahoma State University
    Stillwater, OK
  • 09/2015 → 06/2019
    Mansfield Lakeridge High School
    Mansfield, TX
  • 02/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-16
  • S66 Uniform Combined State Law Examination
    2024-05-16
Other Names
  • Jalen X Armendariz
  • Jalen Armendariz

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