Jason V Webb

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

• 02/2008 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Jacksonville, FL
  Jacksonville, FL
• 2010-01-11 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

OBA-125132|OrgNmn:MGW Creations, LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:LLC for the creation and distr|Invst Rel:N|Title:Partner|Duties:Managing member of the LLC|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-12-13
• S63 Uniform Securities Agent State Law Examination
  2008-06-02

Other Names

• Jason Webb
• Jason Vance Webb