Jason C. Powers

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

• 03/2014 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayland, MA
• 05/2014 → 07/2017
  Bank Of America, N.A.
  Wayland, MA
• 07/2018 → 09/2020
  Santander Securities, Llc
  Dorchester, MA
• 07/2017 → 07/2018
  Unemployed
  Harrisburg, NC
• 09/2020 → 10/2021
  Unemployed
  Harrisburg, NC
• 10/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Harrisburg, NC
• 2018-07-17 → 2020-09-29
  Santander Securities Llc
  Boston, MA
• 2014-03-13 → 2017-07-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  New York, NY
  Charlotte, NC
  Wayland, MA
• 2011-05-25 → 2013-11-06
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Ponte Vedra, FL
  Charlotte, NC
  Coral Gables, FL
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-24
• S63 Uniform Securities Agent State Law Examination
  2004-05-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jason Powers
• Jason Curtis Powers
• Jason C Powers