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Jeffrey Michael Burkholder

Strategic Advisers LLC

Westlake, TX

Roanoke, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Roanoke, TX • 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
Homeward Bound Inc. Dallas TX 10/2015 03/2018
First Command Financial Services Inc Fort Worth TX 07/2018 12/2020
Eureka Tree Financial Llc Arlington TX 09/2020 04/2022
Southern Methodist University Dallas TX 04/2018 06/2018
Fidelity Investments Westlake TX 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 03/2018
    Homeward Bound Inc.
    Dallas, TX
  • 07/2018 → 12/2020
    First Command Financial Services Inc
    Fort Worth, TX
  • 09/2020 → 04/2022
    Eureka Tree Financial Llc
    Arlington, TX
  • 04/2018 → 06/2018
    Southern Methodist University
    Dallas, TX
  • 04/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2021-04-17 → 2022-04-08
    Eureka Tree Financial
    Palestine, TX
  • 2018-07-10 → 2020-12-11
    First Command Advisory Services
    Irving, TX
    Fort Worth, TX
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2018-06-14

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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