Jeffrey Andrew Larralde

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Haslet, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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

Organization	City	State	From	To
First Convenience Bank	Fort Worth	TX	07/2012	09/2016
J.LArralde Trucking	Haslet	TX	03/2023	09/2023
Uber	Haltom City	TX	09/2019	10/2019
Fidelity Brokerage Services Llc	Westlake	TX	09/2016	03/2023
Fidelity Brokerage Services Llc	Westlake	TX	09/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2012 → 09/2016

First Convenience Bank

Fort Worth, TX
03/2023 → 09/2023

J.LArralde Trucking

Haslet, TX
09/2019 → 10/2019

Uber

Haltom City, TX
09/2016 → 03/2023

Fidelity Brokerage Services Llc

Westlake, TX
09/2023 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-10-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2018-07-13 → 2023-03-06

Fidelity Personal And Workplace Advisors

Boston, MA
2017-10-02 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-15
S63	Uniform Securities Agent State Law Examination	2016-10-26

S66 Uniform Combined State Law Examination

2017-09-15
S63 Uniform Securities Agent State Law Examination

2016-10-26

Other Names

Jeffrey Andrew Larralde
Jeffrey Larradalde

View on SEC IAPD

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