Jeffrey S. Hughes
Professional summary
Jeffrey Scott Hughes, who also goes by J. Scott Hughes, Scott Hughes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Charlotte, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 13 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Hughes's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
January 6, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262January 13, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 20, 2020 - February 25, 2021
LPL FINANCIAL LLC
November 20, 2020 - February 25, 2021
LPL FINANCIAL LLC
December 10, 2018 - October 13, 2020
FIRST CITIZENS INVESTOR SERVICES, INC.
December 10, 2018 - October 13, 2020
FIRST CITIZENS INVESTOR SERVICES, INC.
December 7, 2012 - December 12, 2018
WELLS FARGO CLEARING SERVICES, LLC
December 7, 2012 - December 12, 2018
WELLS FARGO CLEARING SERVICES, LLC
January 11, 2010 - December 7, 2012
BB&T INVESTMENT SERVICES, INC.
August 6, 2009 - December 7, 2012
BB&T INVESTMENT SERVICES, INC.
January 9, 2007 - August 19, 2009
GLOBAL ATLANTIC DISTRIBUTORS, LLC
February 23, 2006 - January 12, 2007
TRUIST INVESTMENT SERVICES, INC.
February 23, 2006 - January 12, 2007
TRUIST INVESTMENT SERVICES, INC.
September 9, 2005 - February 16, 2006
BOFA ADVISORS, LLC
September 9, 2005 - February 16, 2006
BOFA DISTRIBUTORS, INC.
January 3, 2005 - March 21, 2005
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2005 - March 21, 2005
WELLS FARGO CLEARING SERVICES, LLC
December 3, 2004 - December 31, 2004
SOUTHTRUST SECURITIES, LLC
April 27, 2004 - December 31, 2004
SOUTHTRUST SECURITIES, LLC
October 2, 2002 - March 4, 2003
BB&T INVESTMENT SERVICES, INC.
October 2, 2002 - March 4, 2003
BB&T INVESTMENT SERVICES, INC.
December 31, 2001 - October 1, 2002
UBS FINANCIAL SERVICES INC.
June 11, 2001 - October 1, 2002
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/11/2022)
(1/19/2022)
(1/13/2022)
(1/12/2022)
(1/7/2022)
(1/11/2022)
(1/13/2022)
(1/21/2022)
(1/11/2022)
(2/9/2022)
(1/7/2022)
(1/13/2022)
(1/7/2022)
(1/12/2022)
(1/12/2021)
(1/10/2022)
(1/7/2022)
(1/13/2022)
(1/11/2022)
(1/7/2022)
(1/7/2022)
(1/7/2022)
(1/10/2022)
(1/14/2022)
(1/11/2022)
(1/7/2022)
(1/7/2022)
(1/11/2022)
(1/20/2022)
(1/10/2022)
(1/11/2022)
(1/12/2022)
(1/20/2022)
(1/11/2022)
(3/31/2025)
(1/11/2022)
(1/7/2022)
(1/12/2022)
(1/7/2022)
(1/7/2022)
(1/14/2022)
(1/12/2022)
(1/26/2022)
(1/19/2022)
(1/25/2022)
(1/7/2022)
(3/31/2025)
(1/10/2022)
(1/11/2022)
(1/8/2022)
(1/11/2022)
(1/20/2022)
(1/11/2022)
(1/25/2022)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
