Best Investors Account Sign in

Jason Haboush

Strategic Advisers LLC

Cincinnati, OH

Indianapolis, IN

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Covington KY 04/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Cincinnati, OH
    Covington, KY
    Indianapolis, IN
  • 2015-08-05 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
  • 2014-04-11 → 2015-04-10
    Lpl Financial Llc
    Lexington, KY
    Fort Mill, SC
    Lexington, KY
  • 2009-06-01 → 2014-04-11
    Morgan Stanley
    Louisville, KY
    Lexington, KY
    Lexington, KY
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Louisville, KY
    Lexington, KY
  • 2003-09-08 → 2007-04-02
    Morgan Stanley Dw Inc.
    Lexington, KY
    Lexington, KY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-17
S65 Uniform Investment Adviser Law Examination 2003-06-23
  • S63 Uniform Securities Agent State Law Examination
    2003-11-17
  • S65 Uniform Investment Adviser Law Examination
    2003-06-23
Designations
Other Names
  • Jason A Haboush
  • Jason Anthony Haboush

View on SEC IAPD

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor