Shayla Jones

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Wendell, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Durham	NC	05/2022	Present
Ulta	Durham	NC	07/2021	04/2022
Dtlr	Hanover	MD	09/2015	07/2021
Ulta	Monroeville	PA	10/2017	01/2018
9One9	Durham	NC	04/2021	06/2021
Fidelity Investments	Boston	MA	03/2025	Present

05/2022 → Present

Fidelity Investments

Durham, NC
07/2021 → 04/2022

Ulta

Durham, NC
09/2015 → 07/2021

Dtlr

Hanover, MD
10/2017 → 01/2018

Ulta

Monroeville, PA
04/2021 → 06/2021

9One9

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-02-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Wendell, NC

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-06
S63	Uniform Securities Agent State Law Examination	2023-02-14

S66 Uniform Combined State Law Examination

2025-02-06
S63 Uniform Securities Agent State Law Examination

2023-02-14

Other Names

Shayla Marie Jones
Shayla Jones

View on SEC IAPD

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