Jon F. Sansone
STRATEGIC ADVISERS LLC | VP, Financial Consultant
LEWISVILLE, TX
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CRD#: 4879587
Professional summary
Jon F Sansone, CFP®, who also goes by John Frederick Sansone, Jon Frederick Sansone, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lewisville, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jon has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
For 17 years I have wanted my clients to know that they have someone they can trust to provide them with help building a financial plan that seeks to accomplish their individual goals and ultimately client directed. I will listen to my clients intently and have open communication to make sure their financial plan is working for them. My work history prior to Fidelity involved working with information technology diagnostics and data security solutions for Fortune 100 companies.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Frederick Sansone | Jon Frederick Sansone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 29820 | Org Name:Jon Sansone Publishing | Org Addr:Carrollton, TX, US | Nature of Bus:Creating and publishing finished music demos. | Invst Rel:N | Title:Lyrics Writer | Duties:Primarily provide and write lyrics that be uses as a basis for new song creation. | Start Dt:09/01/2014 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0 OAA#: 32876 | Org Name:Sansone Enterprises | Org Addr:CARROLLTON, TX, US | Nature of Bus:Business and sales motivation. Motivation for healthy eating and exercise. Podcast interviews. | Invst Rel:N | Title:Co-Owner | Duties:My primary role will be to be interviewed on podcasts. | Start Dt:02/16/2015 | Total Hrs p/m:3 | Sec Trdng Hrs p/m:0 OAA#: 68950 | Org Name:Sansone Enterprises | Org Addr:Carrollton, TX, US | Nature of Bus:It is a video comedy channel called School's Out | Invst Rel:N | Title:Host | Duties:I will do funny story telling with a co-host. We will edit each episode for content. | Start Dt:01/04/2021 | Total Hrs p/m:4 | Sec Trdng Hrs p/m:0 OAA#: 69842 | Org Name:Sansone Enterprises | Org Addr:Carrollton, TX, US | Nature of Bus:Selling courses online that I personally create based on my book on professional sales. | Invst Rel:N | Title:Owner | Duties:My online courses are called Sales Warrior Boot Camp. I plan to do multiple modules. | Start Dt:02/23/2021 | Total Hrs p/m:14 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Jon F Sansone's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Univ. of Dallas Catholic
Courses for Financial Planning not a degree - Financial Planning
University of Missouri
Bachelor of Journalism - Advert., Business, Psych.
1989
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One Destiny Way, Westlake, TX 76262RIA
CRD#: 104555
LEWISVILLE, TX
Current
January 1, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
July 31, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/24/2005)
RR
Alaska(2/24/2005)
RR
Arizona(2/24/2005)
RR
Arkansas(2/24/2005)
RR
California(2/24/2005)
RR
Colorado(2/24/2005)
RR
Connecticut(2/24/2005)
RR
Delaware(2/24/2005)
RR
District of Columbia(2/24/2005)
RR
Florida(2/24/2005)
RR
Georgia(2/24/2005)
RR
Hawaii(2/24/2005)
RR
Idaho(2/24/2005)
RR
Illinois(2/24/2005)
RR
Indiana(2/24/2005)
RR
Iowa(2/24/2005)
RR
Kansas(2/24/2005)
RR
Kentucky(2/24/2005)
RR
Louisiana(2/24/2005)
RR
Maine(2/24/2005)
RR
Maryland(2/24/2005)
RR
Massachusetts(2/24/2005)
RR
Michigan(2/24/2005)
RR
Minnesota(2/24/2005)
RR
Mississippi(2/24/2005)
RR
Missouri(2/24/2005)
RR
Montana(2/24/2005)
RR
Nebraska(2/24/2005)
RR
Nevada(2/24/2005)
RR
New Hampshire(2/24/2005)
RR
New Jersey(2/24/2005)
RR
New Mexico(2/24/2005)
RR
New York(2/24/2005)
RR
North Carolina(2/24/2005)
RR
North Dakota(2/24/2005)
RR
Ohio(2/25/2005)
RR
Oklahoma(2/24/2005)
RR
Oregon(2/24/2005)
RR
Pennsylvania(2/24/2005)
RR
Puerto Rico(1/2/2009)
RR
Rhode Island(2/24/2005)
RR
South Carolina(2/24/2005)
RR
South Dakota(2/24/2005)
RR
Tennessee(2/24/2005)
RR
Texas(1/21/2005)
IAR
Texas(3/31/2025)
RR
Utah(2/24/2005)
RR
Vermont(2/24/2005)
RR
Virgin Islands(1/7/2022)
RR
Virginia(2/24/2005)
RR
Washington(2/24/2005)
RR
West Virginia(2/24/2005)
RR
Wisconsin(2/24/2005)
RR
Wyoming(2/24/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
VP, Financial ConsultantCRD#: 104555Lewisville, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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