Joseph Evans Dewhart

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (8)

Series 66Series 63Series 9Series 10Series 26SIESeries 7Series 6

Registered states (53)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

18

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Fidelity Brokerage Services LLC

Firm CRD

7784

SEC number

Not yet retrieved from the source record

Assets under management

Not yet retrieved from the source record

Website

Not yet retrieved from the source record

Phone

Not yet retrieved from the source record

Firm location

Not yet retrieved from the source record

Employment history (23)

From the source registration record · current first

• Strategic Advisers LLCCurrent

  Cypress, TX · IA capacity
  Mar 31, 2025 → present
• Fidelity Brokerage Services LLCCurrent

  Cypress, TX · BD capacity
  May 23, 2018 → present
• Fidelity Brokerage Services LLCCurrent

  Salt Lake City, UT · BC capacity
  start not retrieved → present
• Fidelity Personal And Workplace Advisors

  IA capacity
  Jul 13, 2018 → Mar 31, 2025
• Strategic Advisers LLC

  IA capacity
  Jun 12, 2018 → Jul 13, 2018
• J.P. Morgan Securities LLC

  BD capacity
  Nov 16, 2017 → May 8, 2018
• J.P. Morgan Securities LLC

  IA capacity
  Nov 16, 2017 → May 8, 2018
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  May 12, 2015 → Nov 27, 2017
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  IA capacity
  May 12, 2015 → Nov 27, 2017
• Bbva Wealth Solutions Inc.

  IA capacity
  Sep 30, 2014 → Apr 7, 2015
• Bbva Securities Inc.

  BD capacity
  Sep 25, 2014 → Apr 7, 2015
• Farmers Financial Solutions, LLC

  BD capacity
  May 9, 2014 → Jul 22, 2014
• Bbva Securities Inc.

  BD capacity
  May 16, 2013 → Feb 13, 2014
• Bbva Compass Investment Solutions, Inc

  BD capacity
  Apr 29, 2013 → May 16, 2013
• J.P. Morgan Securities LLC

  BD capacity
  Oct 1, 2012 → Feb 7, 2013
• J.P. Morgan Securities LLC

  IA capacity
  Oct 1, 2012 → Feb 7, 2013
• Chase Investment Services Corp.

  BD capacity
  Jun 21, 2012 → Oct 1, 2012
• Chase Investment Services Corp.

  IA capacity
  Jun 21, 2012 → Oct 1, 2012
• Swbc Investment Services, LLC

  BD capacity
  Jan 4, 2011 → Jun 26, 2012
• Swbc Investment Company

  IA capacity
  Jan 4, 2011 → Jun 26, 2012
• Edward Jones

  IA capacity
  Mar 1, 2010 → Jan 6, 2011
• Edward Jones

  BD capacity
  Jan 7, 2010 → Jan 6, 2011
• Wamu Investments, Inc.

  BD capacity
  Jun 24, 2008 → Jan 23, 2009

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.