Alison Jones

Strategic Advisers LLC

Redwood City, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Redwood City, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Td Ameritrade	Fort Worth	TX	06/2017	02/2018
Litex Industries	Grand Prairie	TX	06/2015	06/2017
Fidelity Brokerage Services Llc	Mountain View	CA	02/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2017 → 02/2018

Td Ameritrade

Fort Worth, TX
06/2015 → 06/2017

Litex Industries

Grand Prairie, TX
02/2018 → Present

Fidelity Brokerage Services Llc

Mountain View, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-12-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mountain View, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-11-09
S63	Uniform Securities Agent State Law Examination	2017-11-01

S65 Uniform Investment Adviser Law Examination

2020-11-09
S63 Uniform Securities Agent State Law Examination

2017-11-01

Other Names

Alison Jones
Alison Lucille Jones

View on SEC IAPD

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