Jason Adams

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-10-17
CA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-10-17
CA RA
APPROVED

Since 2025-03-31

Branch Locations

Monterey, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • 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
Student	Chico	CA	03/2010	05/2020
Northwestern Mutual Life Insurance Company	Milwaukee	WI	06/2020	10/2023
Northwestern Mutual Investment Services Llc	San Francisco	CA	06/2020	10/2023
Northwestern Mutual Wealth Management Company	Milwaukee	WI	03/2021	10/2023
Fidelity Investments	Burlingame	CA	11/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2010 → 05/2020

Student

Chico, CA
06/2020 → 10/2023

Northwestern Mutual Life Insurance Company

Milwaukee, WI
06/2020 → 10/2023

Northwestern Mutual Investment Services Llc

San Francisco, CA
03/2021 → 10/2023

Northwestern Mutual Wealth Management Company

Milwaukee, WI
11/2023 → Present

Fidelity Investments

Burlingame, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Burlingame, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-11-07

S63 Uniform Securities Agent State Law Examination

2020-11-07

Other Names

Jason Adams

View on SEC IAPD

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