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Jason Michael Jansen

Strategic Advisers LLC

Dunwoody, GA

Alpharetta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-08
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2026-05-08
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Alpharetta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Houston TX 06/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2006 → Present
    Fidelity Brokerage Services Llc
    Houston, TX
  • 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
    Austin, TX
    Austin, TX
  • 2006-10-17 → 2018-07-13
    Strategic Advisers Llc
    Austin, TX
    Austin, TX
    Austin, TX
    Houston, TX
  • 2001-10-19 → 2006-06-05
    Lasalle Financial Services, Inc.
    Morton Grove, IL
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-06
S63 Uniform Securities Agent State Law Examination 2001-01-24
  • S65 Uniform Investment Adviser Law Examination
    2001-08-06
  • S63 Uniform Securities Agent State Law Examination
    2001-01-24
Designations

View on SEC IAPD

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