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Jack Marshall Lance

Strategic Advisers LLC

Parker, CO

Greenwood Village, 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 2025-06-03
TX RA APPROVED 2025-06-03
  • CO RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2025-06-03

Branch Locations

Parker, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Rubin Brown St Louis MO 01/2019 04/2019
Hickory Hills Country Club Springfield MO 04/2018 11/2018
Dalby Wendland Grand Junction CO 06/2020 10/2020
Regency Center O'FAllon IL 01/2017 04/2018
Richey May Englewood CO 01/2021 04/2021
Dish Network Meridian CO 06/2021 05/2022
Bohl, House & Samek Cpas & Advisors Springfield MO 01/2017 04/2017
Andria'S Restaurant O'FAllon IL 04/2013 12/2019
Fidelity Investments Lone Tree CO 05/2022 Present
Unemployed Springfiled MO 01/2020 05/2020
  • 01/2019 → 04/2019
    Rubin Brown
    St Louis, MO
  • 04/2018 → 11/2018
    Hickory Hills Country Club
    Springfield, MO
  • 06/2020 → 10/2020
    Dalby Wendland
    Grand Junction, CO
  • 01/2017 → 04/2018
    Regency Center
    O'FAllon, IL
  • 01/2021 → 04/2021
    Richey May
    Englewood, CO
  • 06/2021 → 05/2022
    Dish Network
    Meridian, CO
  • 01/2017 → 04/2017
    Bohl, House & Samek Cpas & Advisors
    Springfield, MO
  • 04/2013 → 12/2019
    Andria'S Restaurant
    O'FAllon, IL
  • 05/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 01/2020 → 05/2020
    Unemployed
    Springfiled, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2022-08-30
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2022-08-30

View on SEC IAPD

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