Jonathan Blitz

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

• 11/2012 → 12/2019
  Jp Morgan Securities Llc
  Las Vegas, NV
• 09/2008 → 12/2019
  Jp Morgan Chase Bank
  Las Vegas, NV
• 12/2019 → 08/2020
  Jp Morgan Securities Llc
  Las Vegas, NV
• 08/2020 → 03/2023
  J.P. Morgan Securities Llc
  Las Vegas, NV
• 08/2020 → 03/2023
  Jp Morgan Chase Bank, N.A.
  Las Vegas, NV
• 03/2023 → Present
  Fidelity Investments
  Westlake, TX
• 12/2019 → 08/2020
  Jp Morgan Chase Bank, N.A.
  Las Vegas, NV
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Las Vegas, NV
• 2019-12-02 → 2023-03-11
  J.P. Morgan Securities Llc
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2019-11-04
• S63 Uniform Securities Agent State Law Examination
  2012-12-03

Other Names

• Jonathan Ezekiel Blitz
• Jonathan Blitz