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Jennifer Ann Dean

Strategic Advisers LLC

Argyle, 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 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

Argyle, 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
La Fitness Ca CA 01/2016 12/2021
Lifetime Athletic Mn MN 01/2019 10/2019
Fidelity Investments Westlake TX 04/2024 Present
First State Bank Of Gainesville Tx TX 12/2021 07/2022
Doordash Inc Ca CA 04/2020 12/2021
Hillwood Properties Tx TX 07/2022 03/2024
  • 01/2016 → 12/2021
    La Fitness
    Ca, CA
  • 01/2019 → 10/2019
    Lifetime Athletic
    Mn, MN
  • 04/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2021 → 07/2022
    First State Bank Of Gainesville
    Tx, TX
  • 04/2020 → 12/2021
    Doordash Inc
    Ca, CA
  • 07/2022 → 03/2024
    Hillwood Properties
    Tx, TX
Other Businesses

OBA-126396|OrgNmn:Fitness International|Org Addr:Irvine,California,US|OBA Nature:Fitness/Gym|Invst Rel:N|Title:Employee|Duties:Teach 2 Zumba classes a week|StrtDt:01-19-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-108783|OrgNmn:Zumba Fitness with Jennifer Dean|Org Addr:Denton,Texas,US|OBA Nature:I teach 2 evening Zumba classe|Invst Rel:N|Title:Zumba Instructor|Duties:Teach the class|StrtDt:04-22-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2024-09-16
Other Names
  • Jennifer A Dean
  • Jennifer Dean

View on SEC IAPD

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