Jaden Connor Visconti

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 04/2025
  Fidelity Investments
  Pasadena, CA
• 11/2019 → 04/2021
  Uptime Energy, Inc.
  Van Nuys, CA
• 05/2018 → 09/2019
  Davel Boston Coach
  Everett, MA
• 09/2015 → 05/2019
  Full-Time Education
  Boston, MA
• 04/2025 → 01/2026
  Unemployed
  Boston, MA
• 01/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2025-03-31 → 2025-04-04
  Strategic Advisers Llc
  Boston, MA
• 2022-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pasadena, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-25
• S63 Uniform Securities Agent State Law Examination
  2021-11-08