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Justin L Jones

Strategic Advisers LLC

Huntersville, NC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States

Charlotte, NC • 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
Edward Jones St Louis MO 07/2018 08/2019
Gnc Leland NC 04/2016 09/2016
State Farm Raleigh NC 12/2016 04/2017
Arco Restoration Raleigh NC 04/2017 07/2017
Prometheus Group Raleigh NC 08/2017 01/2018
Red Bull Morrisville NC 02/2018 05/2018
Charles Schwab & Co., Inc. Raleigh NC 08/2019 05/2020
Charles Schwab Bank Raleigh NC 08/2019 05/2020
Fidelity Brokerage Services Llc Huntersville NC 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 08/2019
    Edward Jones
    St Louis, MO
  • 04/2016 → 09/2016
    Gnc
    Leland, NC
  • 12/2016 → 04/2017
    State Farm
    Raleigh, NC
  • 04/2017 → 07/2017
    Arco Restoration
    Raleigh, NC
  • 08/2017 → 01/2018
    Prometheus Group
    Raleigh, NC
  • 02/2018 → 05/2018
    Red Bull
    Morrisville, NC
  • 08/2019 → 05/2020
    Charles Schwab & Co., Inc.
    Raleigh, NC
  • 08/2019 → 05/2020
    Charles Schwab Bank
    Raleigh, NC
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Huntersville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntersville, NC
  • 2019-08-22 → 2020-05-14
    Charles Schwab & Co., Inc.
    Chapel Hill, NC
    Raleigh, NC
  • 2018-09-21 → 2019-08-09
    Edward Jones
    Marion, VA
    St Louis, MO
    Marion, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-20
  • S66 Uniform Combined State Law Examination
    2018-09-20
Designations
Other Names
  • Justin Lee Jones

View on SEC IAPD

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MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES

Other Investors

ANDREW KELSEY SMITH
BRENDA HANCE PRESSLEY
RACHEL LEE POSNER
WHITNEY ANNE PAPPAS
Rodney Thomas Wendt
RICHARD GORDON FALLON
Robert William Benton
KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC
CORNERSTONE WEALTH · Huntersville, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

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