Jonathan K. Whitfield
STRATEGIC ADVISERS LLC | Financial Consultant
HASLET, TX
Some features on this profile are disabled
CRD#: 6177876
Professional summary
Jonathan Kyle Whitfield, who also goes by Jonathan Whitfield, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Haslet, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jonathan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Financial Consultant my main responsibility is to understand the goals of each client I have the opportunity to connect with, whether they be personal, financial, or for most a combination of both, and to help ensure they are working toward those goals. From there we will leverage the breadth of the Fidelity offering to ensure we are using the right tools, resources, or strategies to always keep those goals in sight and our main focus.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Whitfield
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Kyle Whitfield'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®
NoneEducation
University of Texas - Arlington
Bachelor of Business Administration - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One Destiny Way, Westlake, TX 76262RIA
CRD#: 104555
HASLET, TX
Current
March 5, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
March 7, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
August 27, 2018 - February 14, 2019
EDWARD JONES
RIA
CRD#: 250
FORT WORTH, TX
Past
August 27, 2018 - February 14, 2019
EDWARD JONES
BD
CRD#: 250
FORT WORTH, TX
Past
September 29, 2014 - August 17, 2018
TD AMERITRADE, INC.
RIA
CRD#: 7870
Southlake, TX
Past
September 29, 2014 - August 17, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
FORT WORTH, TX
Past
August 7, 2014 - August 17, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
Southlake, TX
Past
May 27, 2013 - August 4, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
FORT WORTH, 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(3/13/2019)
RR
Alaska(3/13/2019)
RR
Arizona(3/13/2019)
RR
Arkansas(3/13/2019)
RR
California(3/13/2019)
RR
Colorado(3/13/2019)
RR
Connecticut(3/13/2019)
RR
Delaware(3/13/2019)
RR
District of Columbia(3/13/2019)
RR
Florida(3/13/2019)
RR
Georgia(3/13/2019)
RR
Hawaii(3/13/2019)
RR
Idaho(3/13/2019)
RR
Illinois(3/13/2019)
RR
Indiana(3/13/2019)
RR
Iowa(3/13/2019)
RR
Kansas(3/13/2019)
RR
Kentucky(3/13/2019)
RR
Louisiana(3/13/2019)
RR
Maine(3/13/2019)
RR
Maryland(3/13/2019)
RR
Massachusetts(3/13/2019)
RR
Michigan(3/13/2019)
RR
Minnesota(3/13/2019)
RR
Mississippi(3/13/2019)
RR
Missouri(3/13/2019)
RR
Montana(3/13/2019)
RR
Nebraska(3/13/2019)
RR
Nevada(3/13/2019)
RR
New Hampshire(3/13/2019)
RR
New Jersey(3/13/2019)
RR
New Mexico(3/13/2019)
RR
New York(3/13/2019)
RR
North Carolina(3/13/2019)
RR
North Dakota(3/13/2019)
RR
Ohio(3/14/2019)
RR
Oklahoma(3/13/2019)
RR
Oregon(3/13/2019)
RR
Pennsylvania(3/13/2019)
RR
Puerto Rico(3/13/2019)
RR
Rhode Island(3/13/2019)
RR
South Carolina(3/13/2019)
RR
South Dakota(3/13/2019)
RR
Tennessee(3/13/2019)
RR
Texas(3/5/2019)
IAR
Texas(3/31/2025)
RR
Utah(3/13/2019)
RR
Vermont(3/13/2019)
RR
Virgin Islands(3/2/2021)
RR
Virginia(3/13/2019)
RR
Washington(3/13/2019)
RR
West Virginia(3/13/2019)
RR
Wisconsin(3/13/2019)
RR
Wyoming(3/13/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Haslet, TXTRUST BUT VERIFY
Monitor Jonathan Whitfield
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
