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Jason L. Herron

Strategic Advisers LLC

Buckeye, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Buckeye, AZ • 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
Nationwide Investment Services Corp Columbus OH 08/2013 01/2020
Navy Federal Brokerage Services, Llc Goodyear AZ 02/2020 06/2022
Navy Federal Financial Group, Llc Goodyear AZ 02/2020 01/2022
Fidelity Investments Salt Lake City UT 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 01/2020
    Nationwide Investment Services Corp
    Columbus, OH
  • 02/2020 → 06/2022
    Navy Federal Brokerage Services, Llc
    Goodyear, AZ
  • 02/2020 → 01/2022
    Navy Federal Financial Group, Llc
    Goodyear, AZ
  • 08/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-90922|OrgNmn:Southern New Hampshire University|Org Addr:Buckeye,Arizona,US|OBA Nature:Adjunct Faculty - Financial Pl|Invst Rel:N|Title:Employee|Duties:Undergraduate/Graduate Instructor|StrtDt:08-08-22|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-01
  • S66 Uniform Combined State Law Examination
    2011-09-01
Other Names
  • Jason Lawrence Herron
  • Jason Herron

View on SEC IAPD

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