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Thomas Jackson

Strategic Advisers LLC

Conyers, GA

CRD 7323602

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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
GA RA APPROVED 2025-12-11
TX RA APPROVED 2025-12-09
  • GA RA
    APPROVED
    Since 2025-12-11
  • TX RA
    APPROVED
    Since 2025-12-09

Branch Locations

Conyers, GA • 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 Investments Atlanta GA 09/2025 Present
Unemployed West Jordan UT 01/2020 12/2020
Unemployed Atlanta GA 06/2024 08/2025
Sonic Drive In Tucker GA 07/2016 12/2019
Morgan Stanley South Jordan UT 01/2021 06/2024
  • 09/2025 → Present
    Fidelity Investments
    Atlanta, GA
  • 01/2020 → 12/2020
    Unemployed
    West Jordan, UT
  • 06/2024 → 08/2025
    Unemployed
    Atlanta, GA
  • 07/2016 → 12/2019
    Sonic Drive In
    Tucker, GA
  • 01/2021 → 06/2024
    Morgan Stanley
    South Jordan, UT
Previous Registrations
  • 2021-07-06 → 2024-06-05
    Morgan Stanley
    South Jordan, UT
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-02
  • S66 Uniform Combined State Law Examination
    2021-07-02
Other Names
  • Thomas Dewayne Jackson
  • Thomas Dewayne Jackson
  • Thomas Jackson

View on SEC IAPD

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