Jason Robert Sikma

Current Employers

Lake Avenue Financial Llc

301 N Lake Ave Suite 830, Pasadena, CA 91101 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-07-15

WA RA
APPROVED

Since 2025-07-15

Branch Locations

Shoreline, WA • United States

301 N Lake Ave Suite 830, Pasadena, CA 91101 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Seattle	WA	09/2014	05/2025
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	03/2025
Strategic Advisers Llc	Boston	MA	03/2025	05/2025
Lake Avenue Financial Llc	Pasadena	CA	06/2025	Present

09/2014 → 05/2025

Fidelity Brokerage Services Llc

Seattle, WA
07/2018 → 03/2025

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → 05/2025

Strategic Advisers Llc

Boston, MA
06/2025 → Present

Lake Avenue Financial Llc

Pasadena, CA

Previous Registrations

2025-03-31 → 2025-06-05

Strategic Advisers Llc

Seattle, WA

Shoreline, WA

Boston, MA
2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Seattle, WA

Shoreline, WA
2016-03-10 → 2018-07-13

Strategic Advisers Llc

Seattle, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-02
S66	Uniform Combined State Law Examination	2013-10-22

S65 Uniform Investment Adviser Law Examination

2016-03-02
S66 Uniform Combined State Law Examination

2013-10-22

Other Names

Jason R Sikma

View on SEC IAPD