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Jack Willson

Strategic Advisers LLC

Grand Blanc, MI

Royal Oak, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Royal Oak, MI • 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
Lowes Adrian MI 05/2019 08/2019
Lowes Adrian MI 05/2020 08/2020
Michigan State University East Lansing MI 01/2021 04/2021
Michigan State University East Lansing MI 10/2021 03/2022
Athletico Physical Therapy Dundee MI 04/2021 08/2021
Chandler's Vintage Barn Venue Llc Blissfield MI 03/2016 07/2023
Fidelity Investments Grand Blanc MI 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 08/2019
    Lowes
    Adrian, MI
  • 05/2020 → 08/2020
    Lowes
    Adrian, MI
  • 01/2021 → 04/2021
    Michigan State University
    East Lansing, MI
  • 10/2021 → 03/2022
    Michigan State University
    East Lansing, MI
  • 04/2021 → 08/2021
    Athletico Physical Therapy
    Dundee, MI
  • 03/2016 → 07/2023
    Chandler's Vintage Barn Venue Llc
    Blissfield, MI
  • 07/2023 → Present
    Fidelity Investments
    Grand Blanc, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Blanc, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2023-11-22
Other Names
  • Jack Chandler Willson

View on SEC IAPD

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