Travis Jones

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
AL	RA	APPROVED	2025-05-06
TX	RA	APPROVED	2025-05-06

AL RA
APPROVED

Since 2025-05-06
TX RA
APPROVED

Since 2025-05-06

Branch Locations

Birmingham, AL • United States

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • 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
Idesign Development Group, Llc	Birmignham	AL	11/2017	11/2023
Enterprise Rent-A- Car	Selma	AL	06/2014	12/2017
Wells Fargo	Birmingham	AL	07/2018	06/2020
Securities Capital Corporation	Birmingham	AL	11/2020	01/2024
Fidelity Investments	Birmingham	AL	11/2023	Present

11/2017 → 11/2023

Idesign Development Group, Llc

Birmignham, AL
06/2014 → 12/2017

Enterprise Rent-A- Car

Selma, AL
07/2018 → 06/2020

Wells Fargo

Birmingham, AL
11/2020 → 01/2024

Securities Capital Corporation

Birmingham, AL
11/2023 → Present

Fidelity Investments

Birmingham, AL

Other Businesses

OBA-105495|OrgNmn:iDesign Development Group LLC|Org Addr:Birmingham,Alabama,US|OBA Nature:Property Renovation company |Invst Rel:Y|Title:President|Duties:No duties at the moment. This business has never and is currently not generating any revenue. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-13
S63	Uniform Securities Agent State Law Examination	2021-04-09

S66 Uniform Combined State Law Examination

2025-03-13
S63 Uniform Securities Agent State Law Examination

2021-04-09

Other Names

Travis Alezander Jones

View on SEC IAPD

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