Sheldon Jones

Strategic Advisers LLC

Londonderry, NH

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Londonderry, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Gwfs Equities, Inc.	Andover	MA	12/2017	11/2018
Onemain Financial Group, Llc	Augusta	ME	05/2016	12/2017
Santander Bank, Na	Nashua	NH	12/2018	10/2020
Santander Securities, Llc	Dorchester	MA	12/2018	10/2020
Fidelity Investments	Merrimack	NH	10/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2017 → 11/2018

Gwfs Equities, Inc.

Andover, MA
05/2016 → 12/2017

Onemain Financial Group, Llc

Augusta, ME
12/2018 → 10/2020

Santander Bank, Na

Nashua, NH
12/2018 → 10/2020

Santander Securities, Llc

Dorchester, MA
10/2020 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-03-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-01
S63	Uniform Securities Agent State Law Examination	2018-01-20

S66 Uniform Combined State Law Examination

2021-03-01
S63 Uniform Securities Agent State Law Examination

2018-01-20

Other Names

Sheldon Seth Jones
Sheldon S Jones
Sheldon Jones

View on SEC IAPD

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