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Nicholas Steven Jones

Strategic Advisers LLC

Walnut Creek, CA

Martinez, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-29
TX RA APPROVED 2025-04-29
  • CA RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Martinez, CA • 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
Unemployed Monterey CA 07/2024 09/2024
Fidelity Investments Walnut Creek CA 09/2024 Present
Student Salinas CA 09/2013 06/2017
Techtronic Industries Seaside CA 04/2022 06/2023
Corral De Tierra Country Club Salinas CA 05/2018 09/2018
Student San Luis Obispo CA 09/2017 12/2021
Corral De Tierra Country Club Salinas CA 05/2016 09/2016
Unemployed Salinas CA 06/2023 09/2023
Unemployed Salinas CA 12/2021 02/2022
Associated Students Inc San Luis Obispo CA 09/2017 03/2019
Spreckels Union School District Spreckels CA 02/2022 04/2022
Northwestern Mutual Investment Services Llc Monterey CA 09/2023 07/2024
Corral De Tierra Country Club Salinas CA 05/2017 09/2017
  • 07/2024 → 09/2024
    Unemployed
    Monterey, CA
  • 09/2024 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 09/2013 → 06/2017
    Student
    Salinas, CA
  • 04/2022 → 06/2023
    Techtronic Industries
    Seaside, CA
  • 05/2018 → 09/2018
    Corral De Tierra Country Club
    Salinas, CA
  • 09/2017 → 12/2021
    Student
    San Luis Obispo, CA
  • 05/2016 → 09/2016
    Corral De Tierra Country Club
    Salinas, CA
  • 06/2023 → 09/2023
    Unemployed
    Salinas, CA
  • 12/2021 → 02/2022
    Unemployed
    Salinas, CA
  • 09/2017 → 03/2019
    Associated Students Inc
    San Luis Obispo, CA
  • 02/2022 → 04/2022
    Spreckels Union School District
    Spreckels, CA
  • 09/2023 → 07/2024
    Northwestern Mutual Investment Services Llc
    Monterey, CA
  • 05/2017 → 09/2017
    Corral De Tierra Country Club
    Salinas, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    2024-06-24
Other Names
  • Nico Jones
  • Nicholas Steven Jones
  • Nicholas S Jones

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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