Brandon John Gasser

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

• 10/2012 → 02/2017
  J.P. Morgan Securities Llc
  Denver, CO
• 06/2021 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 09/2021 → 08/2023
  J.P. Morgan Securities Llc
  Denver, CO
• 08/2023 → Present
  Fidelity Investments
  Middleton, WI
• 02/2017 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Middleton, WI
• 2021-11-17 → 2023-08-02
  J.P. Morgan Securities Llc
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-07-29
• S63 Uniform Securities Agent State Law Examination
  2006-09-11

Other Names

• Brandon John Gasser
• Brandon J Gasser