Jason Bures

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 06/2017
  Midland National
  Sioux Falls, SD
• 07/2014 → 06/2017
  Sammons Financial Network, Llc
  West Des Moines, IA
• 07/2017 → 05/2018
  Senior Financial Advisors
  Murfreesboro, TN
• 06/2017 → 07/2017
  Unemployed
  Spring Hill, TN
• 01/2019 → 02/2020
  First Protective
  Spring Hill, TN
• 01/2019 → 02/2020
  Proequities, Inc.
  Spring Hill, TN
• 05/2018 → 01/2019
  Unemployed
  Spring Hill, TN
• 03/2020 → 06/2020
  Unemployed
  Spring Hill, TN
• 06/2020 → Present
  Fidelity Investments
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2019-01-15 → 2020-03-20
  Concourse Financial Group Securities, Inc.
  Spring Hill, TN
  Birmingham, AL
• 2017-08-31 → 2018-04-25
  Brookstone Capital Management Llc
  Murfreesboro, TN
  Wheaton, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-09
• S63 Uniform Securities Agent State Law Examination
  2015-03-09

Other Names

• Jason Edward Bures