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Colin Jonov

Strategic Advisers LLC

Irwin, PA

Cranberry Twp, PA

CRD 7257000

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Irwin, PA • United States

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Pittsburgh PA 05/2020 Present
Franklin Regional High School Murrysville PA 01/2019 03/2020
Bucknell University Lewisburg PA 07/2014 05/2018
University Of Pittsburgh Pittsburgh PA 05/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Pittsburgh, PA
  • 01/2019 → 03/2020
    Franklin Regional High School
    Murrysville, PA
  • 07/2014 → 05/2018
    Bucknell University
    Lewisburg, PA
  • 05/2018 → 01/2019
    University Of Pittsburgh
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
Other Businesses

OBA-99249|OrgNmn:Athletic Fortitude |Org Addr:Irwin,Pennsylvan,US|OBA Nature:Mental Health and Performance |Invst Rel:N|Title:Partner|Duties:Owner. Facilitate evening group discussions outside of traditional work hours. I do public speaking engagements. Write on social media about h|StrtDt:03-08-23|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-28
  • S66 Uniform Combined State Law Examination
    2020-10-28
Other Names
  • Colin Regan Jonov

View on SEC IAPD

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