Joel Shawn Rogers

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OR RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

West Linn, OR • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Portland	OR	03/2008	02/2020
Charles Schwab Bank	Portland	OR	03/2016	02/2020
Fidelity Brokerage Services Llc	Tigard	OR	02/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2008 → 02/2020

Charles Schwab & Co., Inc.

Portland, OR
03/2016 → 02/2020

Charles Schwab Bank

Portland, OR
02/2020 → Present

Fidelity Brokerage Services Llc

Tigard, OR
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-03-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tigard, OR
2014-04-14 → 2020-02-25

Charles Schwab & Co., Inc.

Austin, TX

Lake Oswego, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-10
S63	Uniform Securities Agent State Law Examination	2008-04-25

S66 Uniform Combined State Law Examination

2014-04-10
S63 Uniform Securities Agent State Law Examination

2008-04-25

View on SEC IAPD

Other Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LETTIN WEALTH MANAGEMENT GROUP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND

HANNA WEXHLER SMITH

JOHN ANDREW NESS

ALISA ARREDONDO

MATTHEW SPRIGGS

GREGORY ARTHUR SMITH

WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR

TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR

LPL FINANCIAL LLC · TIGARD, OR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR

LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR

LPL FINANCIAL LLC · TIGARD, OR

LPL FINANCIAL LLC · TUALATIN, OR

AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

More in Tigard, OR

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