Jonathon David Armand

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

• 04/2021 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 07/2020 → 04/2021
  Unemployed
  Oakland, RI
• 06/2019 → 12/2020
  Hanna Andersson
  Wrentham, MA
• 09/2016 → 07/2019
  Davidstea
  Wrentham, MA
• 06/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2022-04-18 → 2022-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  New York, NY

Other Businesses

OBA-110217|OrgNmn:Armand Acres|Org Addr:Glocester,Rhode Isla,US|OBA Nature:Chicken Farm|Invst Rel:N|Title:Sole Proprietor|Duties:Raising chickens, collecting eggs and selling|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15

Other Names

• Jonathan D Armand