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Jon Bruce Ardell

Strategic Advisers LLC

Larkspur, CA

Greenbrae, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Greenbrae, CA • 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
Nexera Holdings Llc, Dba Newfi Lending Emeryville CA 09/2016 11/2022
Fidelity Investments Larkspur CA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 11/2022
    Nexera Holdings Llc, Dba Newfi Lending
    Emeryville, CA
  • 02/2023 → Present
    Fidelity Investments
    Larkspur, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-13
  • S66 Uniform Combined State Law Examination
    2023-05-13

View on SEC IAPD

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PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
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