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Adam Jaros

Strategic Advisers LLC

Laguna Hills, CA

Mission Viejo, 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 2026-02-20
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Laguna Hills, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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
Td Waterhouse Investor Services Inc Cincinnati OH 08/2005 01/2021
Sierra Investment Management, Inc Santa Monica CA 06/2021 12/2022
Fidelity Investments Raleigh NC 01/2023 Present
Unemployed San Diego CA 01/2021 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2005 → 01/2021
    Td Waterhouse Investor Services Inc
    Cincinnati, OH
  • 06/2021 → 12/2022
    Sierra Investment Management, Inc
    Santa Monica, CA
  • 01/2023 → Present
    Fidelity Investments
    Raleigh, NC
  • 01/2021 → 06/2021
    Unemployed
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
  • 2021-06-24 → 2023-01-03
    Sierra Investment Management, Llc
    Santa Monica, CA
  • 2005-11-30 → 2021-01-11
    Td Ameritrade, Inc.
    St Louis, MO
    Cincinnati, OH
    Cincinnati, OH
    Columbus, OH
    San Diego, CA
  • 2006-05-18 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
    St. Louis, MO
    Columbus, OH
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-17
S66 Uniform Combined State Law Examination 2005-11-22
  • S63 Uniform Securities Agent State Law Examination
    2023-04-17
  • S66 Uniform Combined State Law Examination
    2005-11-22
Designations
Other Names
  • Adam Christian Jaras
  • Adam Christian Jaros
  • Adam C Jaros

View on SEC IAPD

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