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Dione Jones

Strategic Advisers LLC

Greenwood Village, CO

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Colorado Springs, 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 Greenwood Village CO 08/2022 Present
Cherry Creek Mortgage Greenwood Village CO 02/2020 08/2022
Gateway First Bank Greenwood Village CO 09/2019 01/2020
Mdc Holdings Denver CO 05/2016 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 02/2020 → 08/2022
    Cherry Creek Mortgage
    Greenwood Village, CO
  • 09/2019 → 01/2020
    Gateway First Bank
    Greenwood Village, CO
  • 05/2016 → 08/2019
    Mdc Holdings
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2023-02-09
Other Names
  • Dione Shadee Jones
  • Dee Jones
  • Dione Afyoni
  • Dione Jones

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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