Bret Jamison

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

• 11/2014 → 10/2016
  The Hartford
  San Antonio, TX
• 10/2016 → 08/2021
  Jpmorgan Securities Llc
  San Antonio, TX
• 08/2021 → 11/2022
  Citigroup
  San Antonio, TX
• 08/2014 → 09/2021
  Pocket Fender Flares
  Spring Branch, TX
• 12/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Spring Branch, TX
• 2021-09-30 → 2022-12-02
  Citigroup Global Markets Inc.
  San Antonio, TX
  Jacksonville, FL
• 2017-01-12 → 2021-08-06
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-01-06
• S63 Uniform Securities Agent State Law Examination
  2004-10-15

Other Names

• Bret B Jamison
• Bret Birdsall Jamison
• Bret Jamison