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William Jones

Strategic Advisers LLC

Fort Worth, 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

Fort Worth, 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
Best Crowd Management Arlington TX 10/2022 03/2023
Leagueapps New York NY 01/2022 05/2022
Morningstar Properties Bryan TX 08/2021 07/2022
Sweetwater Creek Ranch Trent TX 09/2018 06/2023
Owles Construction Stratton VT 05/2021 08/2021
Fidelity Investments Westlake TX 06/2023 Present
Texas A&M University College Station TX 08/2017 05/2021
Texas A&M International University Laredo TX 08/2021 03/2023
Rl Paschal High School Fort Worth TX 08/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 03/2023
    Best Crowd Management
    Arlington, TX
  • 01/2022 → 05/2022
    Leagueapps
    New York, NY
  • 08/2021 → 07/2022
    Morningstar Properties
    Bryan, TX
  • 09/2018 → 06/2023
    Sweetwater Creek Ranch
    Trent, TX
  • 05/2021 → 08/2021
    Owles Construction
    Stratton, VT
  • 06/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2017 → 05/2021
    Texas A&M University
    College Station, TX
  • 08/2021 → 03/2023
    Texas A&M International University
    Laredo, TX
  • 08/2013 → 06/2017
    Rl Paschal High School
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-100291|OrgNmn:Sweetwater Creek Ranch|Org Addr:Trent,Texas,US|OBA Nature:Family business, hunting outfi|Invst Rel:N|Title:Head Guide|Duties:occasional responses to website/email inquiries from customers or airbnb/vrbo inquiries.|StrtDt:09-01-18|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2023-11-27
Other Names
  • Will Jones

View on SEC IAPD

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