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Kyle Joseph Baker

Strategic Advisers LLC

The Woodlands, TX

Spring, 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 2025-04-22
  • TX RA
    APPROVED
    Since 2025-04-22

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Spring, TX • 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
J.P. Morgan Securities Llc Houston TX 11/2022 12/2024
Jpmorgan Chase Bank, N.A. Houston TX 11/2022 12/2024
Goosehead Insurance Houston TX 06/2022 11/2022
Jared The Galleria Of Jewelry Lubbock TX 09/2020 05/2022
Kay Jewelers Lubbock TX 09/2019 06/2020
Bounce Bounce Trampoline Park Cypress TX 02/2018 07/2018
Unemployed Houston TX 11/2012 01/2018
Unemployed Houston TX 08/2018 05/2019
Amazon Houston TX 06/2019 08/2019
Unemployed Houston TX 07/2020 08/2020
Fidelity Investments The Woodlands TX 12/2024 Present
  • 11/2022 → 12/2024
    J.P. Morgan Securities Llc
    Houston, TX
  • 11/2022 → 12/2024
    Jpmorgan Chase Bank, N.A.
    Houston, TX
  • 06/2022 → 11/2022
    Goosehead Insurance
    Houston, TX
  • 09/2020 → 05/2022
    Jared The Galleria Of Jewelry
    Lubbock, TX
  • 09/2019 → 06/2020
    Kay Jewelers
    Lubbock, TX
  • 02/2018 → 07/2018
    Bounce Bounce Trampoline Park
    Cypress, TX
  • 11/2012 → 01/2018
    Unemployed
    Houston, TX
  • 08/2018 → 05/2019
    Unemployed
    Houston, TX
  • 06/2019 → 08/2019
    Amazon
    Houston, TX
  • 07/2020 → 08/2020
    Unemployed
    Houston, TX
  • 12/2024 → Present
    Fidelity Investments
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-19
S63 Uniform Securities Agent State Law Examination 2023-01-26
  • S66 Uniform Combined State Law Examination
    2025-04-19
  • S63 Uniform Securities Agent State Law Examination
    2023-01-26
Other Names
  • Kyle Baker

View on SEC IAPD

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