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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

LETICIA RENE GRANT JONES

Advisor at STRATEGIC ADVISERS LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:649f4e6f-ba60-fa29-c0b9-11a720013204

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 5, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Aug 12, 2000
First registration: Nov 5, 2002
Dual registered: yes, broker-dealer
Other names: LETICIA R. GRANT|LETICIA RENE GRANT|LETICIA RENE GRANT-JONES|LETICIA RENE JONES|LETICIA R JONES|Leticia Rene GrantJones|LETICIA R GRANT JONES
IAPD individual key: 2878827

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	HOUSTON, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 10, 2022	Mar 31, 2025	no	HOUSTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 24, 2014	Jun 1, 2021	no	KATY, TX\|KATY, TX\|KATY, TX\|KATY, TX\|HOUSTON, TX\|KATY, TX\|HOUSTON, TX\|KATY, TX\|RICHMOND, TX\|KATY, TX\|LONE TREE, CO\|RICHMOND, TX\|JACKSONVILLE, FL\|HOUSTON, TX\|PENNINGTON, NJ\|PENNINGTON, NJ\|SAN DIEGO, CA\|NEW YORK, NY\|HOUSTON, TX\|SAN DIEGO, CA\|HOUSTON, TX\|PENNINGTON, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 29, 2011	Oct 1, 2014	no	SUGAR LAND, TX\|CYPRESS, TX\|HOUSTON, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 5, 2002	Jan 23, 2003	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 1, 2021	Mar 10, 2022	282	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 1, 2014	Oct 24, 2014	23	Firm change	Wirehouse to wirehouse
CHARLES SCHWAB & CO., INC.	WELLS FARGO ADVISORS	Jan 23, 2003	Aug 29, 2011	3,140	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 10, 2022 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 24, 2014 to Jun 1, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 29, 2011 to Oct 1, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 5, 2002 to Jan 23, 2003factForm ADV

Dated events

No dated event names this entity yet.