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Jeremy M Hansen

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-15

Branch Locations

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

Fort Worth, 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
Fidelity Investments Westlake TX 07/2022 Present
Melaleuca Rexburg ID 10/2021 07/2022
Prometierra Llc Victor ID 06/2021 09/2021
Byu-I Rexburg ID 09/2020 05/2021
Prometierra Llc Victor ID 06/2020 08/2020
Byu-I Rexburg ID 09/2019 05/2020
Aptive Environmental Houston TX 06/2019 08/2019
Byu-I Rexburg ID 08/2018 05/2019
Church Of Jesus Christ Of Latter Day Saints Cebu 07/2016 07/2018
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2021 → 07/2022
    Melaleuca
    Rexburg, ID
  • 06/2021 → 09/2021
    Prometierra Llc
    Victor, ID
  • 09/2020 → 05/2021
    Byu-I
    Rexburg, ID
  • 06/2020 → 08/2020
    Prometierra Llc
    Victor, ID
  • 09/2019 → 05/2020
    Byu-I
    Rexburg, ID
  • 06/2019 → 08/2019
    Aptive Environmental
    Houston, TX
  • 08/2018 → 05/2019
    Byu-I
    Rexburg, ID
  • 07/2016 → 07/2018
    Church Of Jesus Christ Of Latter Day Saints
    Cebu
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
S63 Uniform Securities Agent State Law Examination 2023-09-13
  • S66 Uniform Combined State Law Examination
    2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2023-09-13

View on SEC IAPD

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LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
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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