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Courtney Jones

Strategic Advisers LLC

Bothell, WA

Mercer Island, WA

Bellevue, WA

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

Branch Locations

22722 29Th Drive Se Suite 100, Bothell, WA 98021-4401 • United States

Mercer Island, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • 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
Jones Haircutting Studio Seattle WA 08/2021 02/2023
Sensa Salon Seattle WA 07/2020 06/2021
R+Co (Rogue + Company) Miami FL 04/2018 07/2021
Johnny Rodriguez Salon Dallas TX 07/2016 02/2020
Fidelity Investments Lynnwood WA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 02/2023
    Jones Haircutting Studio
    Seattle, WA
  • 07/2020 → 06/2021
    Sensa Salon
    Seattle, WA
  • 04/2018 → 07/2021
    R+Co (Rogue + Company)
    Miami, FL
  • 07/2016 → 02/2020
    Johnny Rodriguez Salon
    Dallas, TX
  • 03/2023 → Present
    Fidelity Investments
    Lynnwood, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gold Bar, WA
    Lynnwood, WA
Other Businesses

OBA-97220|OrgNmn:Jones Haircutting |Org Addr:Seattle ,Washington,US|OBA Nature:Haircutting Business|Invst Rel:N|Title:Sole Proprietor|Duties:Haircare service provider |StrtDt:08-02-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2023-09-01
Other Names
  • Courtney Elaine Young
  • Courtney Elaine Jones

View on SEC IAPD

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SOUND INVESTMENT STRATEGIES, INC.
STRATEGIC BLUEPRINT, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC

Other Investors

JOHN ALLEN CARRUTHERS
NEIL FREDERICK FENNING
PERRY THOMAS SIKES
DONALD GAYLEN CREECH
KATRINA LOUISE VAN RENSUM
SCOTT Douglas HEDGCOCK
COLTON JEROME SMITH
JONATHON LEE

Other Offices

A5 FINANCIAL LLC · BOTHELL, WA
INVESTOR RESOURCES INC · BOTHELL, WA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BOTHELL, WA
COMPOUND PLANNING, INC. · Bothell, WA
SOUND INVESTMENT STRATEGIES, INC. · Bothell, WA
STRATEGIC BLUEPRINT, LLC · Bothell, WA
CETERA INVESTMENT ADVISERS LLC · BOTHELL, WA
LPL FINANCIAL LLC · BOTHELL, WA

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