Jason Philip Powell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 03/2019
  Edward Jones
  St Louis, MO
• 03/2019 → 12/2023
  Crowdstreet Advisors
  Austin, TX
• 06/2021 → 12/2023
  Crowdstreet Capital Llc
  Austin, TX
• 03/2019 → 12/2023
  Crowdstreet Inc.
  Austin, TX
• 12/2023 → Present
  Fidelity Investments
  Beaverton, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Beaverton, OR
• 2019-03-08 → 2023-10-02
  Crowdstreet Advisors, Llc
  New York, NY
  Tigard, OR
  Beaverton, OR
• 2015-05-08 → 2019-03-07
  Edward Jones
  Beaverton, OR
  Beaverton, OR
  St Louis, MO
  Portland, OR
  Portland, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-31
• S66 Uniform Combined State Law Examination
  2015-03-14

Designations

• Certified Financial Planner