Jerwon Thomas

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-04-30
TX	RA	APPROVED_RES	2026-04-29

OH RA
APPROVED

Since 2026-04-30
TX RA
APPROVED_RES

Since 2026-04-29

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Beachwood, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Crossmark, Inc	Athens	OH	09/2022	10/2022
Unemployed	Cleveland	OH	01/2021	07/2021
Jp Morgan Chase Bank, N.A.	Euclid	OH	03/2024	11/2025
Cleveland Municipal School District	Cleveland	OH	02/2023	06/2023
The Country Club	Pepper Pike	OH	05/2018	05/2019
Unemployed	Cleveland	OH	07/2022	09/2022
New Balance	Aurora	OH	09/2020	12/2020
Gnc Holdings	University Heights	OH	05/2019	06/2019
Unemployed	Cleveland	OH	10/2022	02/2023
Ohio University Admissions	Athens	OH	08/2021	06/2022
Unemployed	Cleveland	OH	03/2014	05/2018
J.P. Morgan Securities Llc	Euclid	OH	03/2024	11/2025
Unemployed	Cleveland	OH	08/2019	08/2020
Pnc Bank	Shaker Heights	OH	06/2023	03/2024
Amazon Inc	North Randall	OH	06/2019	07/2019
Fidelity Investments	Orange	OH	12/2025	Present
Fidelity Brokerage Services Llc	Orange	OH	04/2026	Present

09/2022 → 10/2022

Crossmark, Inc

Athens, OH
01/2021 → 07/2021

Unemployed

Cleveland, OH
03/2024 → 11/2025

Jp Morgan Chase Bank, N.A.

Euclid, OH
02/2023 → 06/2023

Cleveland Municipal School District

Cleveland, OH
05/2018 → 05/2019

The Country Club

Pepper Pike, OH
07/2022 → 09/2022

Unemployed

Cleveland, OH
09/2020 → 12/2020

New Balance

Aurora, OH
05/2019 → 06/2019

Gnc Holdings

University Heights, OH
10/2022 → 02/2023

Unemployed

Cleveland, OH
08/2021 → 06/2022

Ohio University Admissions

Athens, OH
03/2014 → 05/2018

Unemployed

Cleveland, OH
03/2024 → 11/2025

J.P. Morgan Securities Llc

Euclid, OH
08/2019 → 08/2020

Unemployed

Cleveland, OH
06/2023 → 03/2024

Pnc Bank

Shaker Heights, OH
06/2019 → 07/2019

Amazon Inc

North Randall, OH
12/2025 → Present

Fidelity Investments

Orange, OH
04/2026 → Present

Fidelity Brokerage Services Llc

Orange, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-15
S63	Uniform Securities Agent State Law Examination	2024-07-08

S66 Uniform Combined State Law Examination

2026-04-15
S63 Uniform Securities Agent State Law Examination

2024-07-08

Other Names

Jerwon Jordan Thomas
Jerwon Thomas