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Joshua Folsom

Strategic Advisers LLC

Sugar Land, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sugar Land, 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
American General Life Insurance Houston TX 09/2016 03/2017
Aig Capital Services, Inc. Houston TX 09/2016 03/2017
Digitalcrafts Houston TX 03/2017 06/2017
Unemployed Houston TX 06/2017 10/2017
Foreign Language Teaching And Research Press Beijing 10/2017 06/2021
Vipkid Hk Ltd San Francisco CA 02/2018 01/2020
Aig Capital Services, Inc. Houston TX 03/2019 01/2020
American General Life Insurance Houston TX 03/2019 01/2020
Unemployed Sugar Land TX 01/2020 11/2021
Fidelity Investments Salt Lake City UT 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 03/2017
    American General Life Insurance
    Houston, TX
  • 09/2016 → 03/2017
    Aig Capital Services, Inc.
    Houston, TX
  • 03/2017 → 06/2017
    Digitalcrafts
    Houston, TX
  • 06/2017 → 10/2017
    Unemployed
    Houston, TX
  • 10/2017 → 06/2021
    Foreign Language Teaching And Research Press
    Beijing
  • 02/2018 → 01/2020
    Vipkid Hk Ltd
    San Francisco, CA
  • 03/2019 → 01/2020
    Aig Capital Services, Inc.
    Houston, TX
  • 03/2019 → 01/2020
    American General Life Insurance
    Houston, TX
  • 01/2020 → 11/2021
    Unemployed
    Sugar Land, TX
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-03
S63 Uniform Securities Agent State Law Examination 2007-02-10
  • S66 Uniform Combined State Law Examination
    2022-03-03
  • S63 Uniform Securities Agent State Law Examination
    2007-02-10
Other Names
  • Josh Folsom
  • Joshua Andrew Folsom
  • Joshua Folsom

View on SEC IAPD

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