Jonathan Ruzzo

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

• 02/2020 → 07/2022
  Securian Financial Services Inc
  St. Paul, MN
• 02/2020 → 07/2022
  Minnesota Life Insurance Company
  St. Paul, MN
• 02/2020 → 07/2022
  Renaissance Financial Corp
  St. Louis, MO
• 09/2014 → 10/2020
  Quiktrip Corporation
  St. Louis, MO
• 05/2019 → 08/2019
  Brown Smith Wallace
  St. Louis, MO
• 09/2017 → 03/2020
  Westminster College
  Fulton, MO
• 08/2016 → 05/2020
  Westminster College
  Fulton, MO
• 08/2021 → 07/2022
  Doordash
  Chesterfield, MO
• 08/2022 → Present
  Fidelity Investments
  Chesterfield, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chesterfield, MO
• 2020-10-05 → 2022-08-05
  Securian Financial Services, Inc.
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-09-17

Other Names

• Jonathan Ruzzo
• Jonathan Vincent Ruzzo