Jason Joseph Bock

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Littleton, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Denver	CO	01/2020	Present
American Dream Mortgage	Littleton	CO	08/2017	01/2019
West Bay Divers	Roatan		02/2019	04/2019
Virgilios Wine Bar	Littleton	CO	05/2019	01/2020
Us Bank	Littleon	CO	07/2015	08/2017
Fidelity Investments	Boston	MA	03/2025	Present

01/2020 → Present

Fidelity Brokerage Services Llc

Denver, CO
08/2017 → 01/2019

American Dream Mortgage

Littleton, CO
02/2019 → 04/2019

West Bay Divers

Roatan
05/2019 → 01/2020

Virgilios Wine Bar

Littleton, CO
07/2015 → 08/2017

Us Bank

Littleon, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-07
S63	Uniform Securities Agent State Law Examination	2020-06-19

S66 Uniform Combined State Law Examination

2021-07-07
S63 Uniform Securities Agent State Law Examination

2020-06-19

Other Names

Jason Joseph Bock
Jason Bock
Jason Joseph Bock

View on SEC IAPD

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