Jared Bjornberg

Strategic Advisers LLC

Gaithersburg, MD

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-08-18
TX	RA	APPROVED	2025-03-31

MD RA
APPROVED

Since 2025-08-18
TX RA
APPROVED

Since 2025-03-31

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Gaithersburg, MD • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	06/2021	Present
Novocure	Portsmouth	NH	11/2019	05/2021
University System Of New Hampshire	Durham	NH	09/2018	11/2019
Bank Of New Hampshire Pavilion	Gilford	NH	06/2019	08/2019
Sun Communities (Jensen Communities)	Dover	NH	05/2019	08/2019
Concord Parks And Recreation	Concord	NH	05/2018	01/2019
Market Basket	Hooksett	NH	12/2015	05/2017
The Automaster	Shelburne	VT	06/2017	08/2017
University Of New Hampshire	Durham	NH	08/2017	05/2021
Pembroke Academy	Pembroke	NH	08/2013	06/2017
Doordash	Durham	NH	10/2019	06/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2021 → Present

Fidelity Investments

Merrimack, NH
11/2019 → 05/2021

Novocure

Portsmouth, NH
09/2018 → 11/2019

University System Of New Hampshire

Durham, NH
06/2019 → 08/2019

Bank Of New Hampshire Pavilion

Gilford, NH
05/2019 → 08/2019

Sun Communities (Jensen Communities)

Dover, NH
05/2018 → 01/2019

Concord Parks And Recreation

Concord, NH
12/2015 → 05/2017

Market Basket

Hooksett, NH
06/2017 → 08/2017

The Automaster

Shelburne, VT
08/2017 → 05/2021

University Of New Hampshire

Durham, NH
08/2013 → 06/2017

Pembroke Academy

Pembroke, NH
10/2019 → 06/2021

Doordash

Durham, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-26

S66 Uniform Combined State Law Examination

2021-10-26

Other Names

Jared Daniel Bjornberg

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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