Best Investors Account Sign in

Joshua Rantz

Strategic Advisers LLC

St Augustine, FL

Jacksonville, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 11/2017 11/2018
Verizon Wireless Salisbury NC 10/2012 11/2017
Jackson National Life Distributors Llc Franklin TN 01/2019 12/2020
Pizza Hut Spring Hill TN 01/2019 04/2019
Dominos Mooresville NC 11/2018 12/2018
Equitable Distributors, Llc Charlotte NC 01/2021 04/2022
Fidelity Investments Franklin TN 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 11/2018
    Edward Jones
    St Louis, MO
  • 10/2012 → 11/2017
    Verizon Wireless
    Salisbury, NC
  • 01/2019 → 12/2020
    Jackson National Life Distributors Llc
    Franklin, TN
  • 01/2019 → 04/2019
    Pizza Hut
    Spring Hill, TN
  • 11/2018 → 12/2018
    Dominos
    Mooresville, NC
  • 01/2021 → 04/2022
    Equitable Distributors, Llc
    Charlotte, NC
  • 05/2022 → Present
    Fidelity Investments
    Franklin, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Franklin, TN
    St Augustine, FL
    Jacksonville, FL
  • 2018-05-16 → 2018-11-15
    Edward Jones
    Davidson, NC
    Mooresville, NC
    St Louis, MO
    Mooresville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-16
S66 Uniform Combined State Law Examination 2018-05-15
  • S65 Uniform Investment Adviser Law Examination
    2022-09-16
  • S66 Uniform Combined State Law Examination
    2018-05-15
Other Names
  • Joshua David Rantz
  • Joshua Rantz
  • Josh Rantz

View on SEC IAPD

More in St Augustine, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor