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Joshua James Evers

Strategic Advisers LLC

The Colony, TX

Westlake, 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

The Colony, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Karate For Kids Mckinney TX 06/2014 05/2023
Fidelity Investments Westlake TX 05/2023 Present
University Of Texas At Dallas Richardson TX 08/2016 05/2020
University Of Texas At Dallas Richardson TX 06/2020 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2023
    Karate For Kids
    Mckinney, TX
  • 05/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2016 → 05/2020
    University Of Texas At Dallas
    Richardson, TX
  • 06/2020 → 08/2022
    University Of Texas At Dallas
    Richardson, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Mckinney, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2023-09-12
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2023-09-12
Other Names
  • Joshua James Evers
  • Joshua Evers

View on SEC IAPD

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