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Jason M. Callin

Strategic Advisers LLC

Chaska, MN

CRD 5938250

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chaska, MN • 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
Fidelity Investments Westlake TX 05/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → Present
    Fidelity Investments
    Westlake, TX
  • 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
    Salt Lake City, UT
    Chaska, MN
  • 2013-11-08 → 2018-07-13
    Strategic Advisers Llc
    Chaska, MN
    Minnetonka, MN
Other Businesses

OBA-16768|OrgNmn:Stallions Youth Wrestling - Chaska/Chanhassen, MN|Org Addr:Chaska,Minnesota,US|OBA Nature:Community Wrestling Club|Invst Rel:N|Title:Past Club President|Duties:Provide Thought Leadership to Active Board Members and Knowledge Transfer to current President|StrtDt:11-29-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-01
S63 Uniform Securities Agent State Law Examination 2011-08-19
  • S65 Uniform Investment Adviser Law Examination
    2013-07-01
  • S63 Uniform Securities Agent State Law Examination
    2011-08-19
Designations
  • Certified Financial Planner
Other Names
  • Jason Callin
  • Jason Michael Callin

View on SEC IAPD

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