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Jason Medoff

Strategic Advisers LLC

Fairfield, CT

Milford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Milford, CT • 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
OrganizationCityStateFromTo
People'S Securities, Inc. Bridgeport CT 12/2010 02/2017
Fidelity Brokerage Services Llc Fairfield CT 03/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2010 → 02/2017
    People'S Securities, Inc.
    Bridgeport, CT
  • 03/2017 → Present
    Fidelity Brokerage Services Llc
    Fairfield, CT
  • 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
    Fairfield, CT
    Milford, CT
  • 2017-03-16 → 2018-07-13
    Strategic Advisers Llc
    Fairfield, CT
  • 2012-05-21 → 2017-03-10
    People'S Securities, Inc.
    Cos Cob, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-18
S63 Uniform Securities Agent State Law Examination 2011-03-26
  • S65 Uniform Investment Adviser Law Examination
    2012-05-18
  • S63 Uniform Securities Agent State Law Examination
    2011-03-26
Other Names
  • Jason Medoff
  • Jason Coyle Medoff

View on SEC IAPD

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Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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