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Jon Edwin Yager

Strategic Advisers LLC

Sacramento, CA

West Sacramento, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-21
  • CA RA
    APPROVED
    Since 2026-07-21

Branch Locations

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

West Sacramento, CA • 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 Torrance CA 07/1996 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/1996 → Present
    Fidelity Brokerage Services Llc
    Torrance, CA
  • 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
    Chicago, IL
  • 2002-01-22 → 2018-07-13
    Strategic Advisers Llc
    Chicago, IL
    Torrance, CA
    Woodland Hills, CA
Other Businesses

OBA-1078|OrgNmn:Jon Yager Photography|Org Addr:Sacramento,California,US|OBA Nature:Photography and portrait servi|Invst Rel:N|Title:Owner/Photographer|Duties:Fine art photographs for sale, wedding and portrait photography, etc.|StrtDt:09-01-09|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-07
S63 Uniform Securities Agent State Law Examination 1996-07-30
  • S66 Uniform Combined State Law Examination
    2001-11-07
  • S63 Uniform Securities Agent State Law Examination
    1996-07-30

View on SEC IAPD

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Other Investors

EDWARD SAL GUANILL
GARY PETER LIBHART
PAIGE DETER FARRELL
Heather Story
ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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