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JARRETT BENJAMIN LIDELL
CRD#: 5278234
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 4410 WESTHEIMER RD STE B-100
HOUSTON, TX 77027-4812
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 4410 WESTHEIMER RD STE B-100
HOUSTON, TX 77027-4812
Registration History
20082010201220142016201820202022202420262 FIRMS2015 - 2017 (1 year)3 FIRMS2017 - 2019 (2 years)2 FIRMS2019 - Present (5 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - 2015 (6 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2007 - 2008 (<1 year)BEDWARD JONES (CRD# 250)2007 - 2007 (<1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2010 - 2015 (5 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2008 - 2009 (1 year)
License(s)

State Registrations

B
Alabama 6/4/2021

B
Montana 8/8/2020

B
Arizona 8/8/2020

B
Nevada 7/6/2022

B
Arkansas 10/8/2021

B
New Hampshire 4/7/2020

B
California 3/21/2019

B
New Jersey 8/19/2019

B
Colorado 4/7/2020

B
New Mexico 10/8/2021

B
Connecticut 8/19/2019

B
New York 8/19/2019

B
Delaware 6/4/2021

B
North Carolina 4/7/2020

B
District of Columbia 8/19/2019

B
North Dakota 8/19/2019

B
Florida 3/21/2019

B
Ohio 4/8/2020

B
Georgia 3/21/2019

B
Oklahoma 11/5/2019

B
Hawaii 3/4/2022

B
Oregon 4/7/2020

B
Idaho 4/7/2020

B
Pennsylvania 4/7/2020

B
Illinois 3/21/2019

B
Rhode Island 8/19/2019

B
Indiana 4/7/2020

B
South Carolina 4/7/2020

B
Iowa 6/4/2021

B
South Dakota 8/13/2021

B
Kansas 4/7/2020

B
Tennessee 4/7/2020

B
Louisiana 6/4/2021

B
Texas 3/21/2019

B
Maine 6/4/2021

IA
Texas 4/3/2019

B
Maryland 8/19/2019

B
Utah 4/7/2020

B
Massachusetts 4/7/2020

B
Virginia 8/19/2019

B
Michigan 4/7/2020

B
Washington 4/7/2020

B
Minnesota 6/4/2021

B
West Virginia 3/4/2022

B
Mississippi 4/7/2020

B
Wisconsin 4/7/2020

B
Missouri 4/7/2020

B
Wyoming 8/19/2019

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
4410 WESTHEIMER RD STE B-100, HOUSTON, TX 77027-4812
Registered with this firm since 4/3/2019

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
4410 WESTHEIMER RD STE B-100, HOUSTON, TX 77027-4812
HOUSTON, TX
Registered with this firm since 3/21/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/17/2017 - 03/25/2019 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Houston, TX
IA
01/17/2017 - 03/25/2019 TD AMERITRADE, INC. (CRD#:7870) HOUSTON, TX
B
01/14/2017 - 03/25/2019 TD AMERITRADE, INC. (CRD#:7870) HOUSTON, TX
IA
02/13/2015 - 01/04/2017 EDWARD JONES (CRD#:250) HOUSTON, TX
B
02/13/2015 - 01/04/2017 EDWARD JONES (CRD#:250) HOUSTON, TX
IA
01/08/2010 - 02/17/2015 STRATEGIC ADVISERS, INC. (CRD#:104555) HOUSTON, TX
B
04/07/2008 - 02/13/2015 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) HOUSTON, TX
IA
06/30/2008 - 10/28/2009 STRATEGIC ADVISERS, INC. (CRD#:104555) HOUSTON, TX
B
07/19/2007 - 02/11/2008 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) DALLAS, TX
B
03/12/2007 - 06/07/2007 EDWARD JONES (CRD#:250) ST. LOUIS, MO
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.