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Anthony Lee Jones

Strategic Advisers LLC

Colorado Springs, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Colorado Springs, CO • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 06/2022 Present
Cherry Creek Mortgage Greenwood Village CO 03/2020 03/2022
Unemployed Greenwood Village CO 03/2022 06/2022
Unemployed Denver CO 10/2019 03/2020
Mdc Holdings (Richmond American Homes) Denver CO 07/2017 10/2019
Cherry Creek School District Greenwood Village CO 11/2016 07/2017
Senior Solutions Denver CO 11/2015 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2020 → 03/2022
    Cherry Creek Mortgage
    Greenwood Village, CO
  • 03/2022 → 06/2022
    Unemployed
    Greenwood Village, CO
  • 10/2019 → 03/2020
    Unemployed
    Denver, CO
  • 07/2017 → 10/2019
    Mdc Holdings (Richmond American Homes)
    Denver, CO
  • 11/2016 → 07/2017
    Cherry Creek School District
    Greenwood Village, CO
  • 11/2015 → 07/2017
    Senior Solutions
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2022-12-30
Other Names
  • Tony Jones

View on SEC IAPD

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Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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