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Jason Joe Marchant

Strategic Advisers LLC

Marana, AZ

Tucson, AZ

CRD 3129505

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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
AZ RA APPROVED 2025-03-31
NM RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Marana, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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, Inc. Salt Lake City UT 06/1998 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1998 → Present
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Marana, AZ
    Tucson, AZ
  • 2001-03-14 → 2018-07-13
    Strategic Advisers Llc
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-16
S63 Uniform Securities Agent State Law Examination 1998-10-29
  • S66 Uniform Combined State Law Examination
    2001-01-16
  • S63 Uniform Securities Agent State Law Examination
    1998-10-29

View on SEC IAPD

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