Jason G Taylor

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

• 06/2016 → 10/2017
  Best Buy
  Warwick, RI
• 10/2017 → 06/2019
  Best Buy
  Warwick, RI
• 06/2019 → 10/2020
  Best Buy
  Warwick, RI
• 10/2020 → 06/2021
  Best Buy
  Warwick, RI
• 09/2014 → 05/2019
  University Of Rhode Island
  North Kingstown, RI
• 01/2016 → 07/2021
  Self-Employment
  Johnston, RI
• 07/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Other Businesses

OBA-104448|OrgNmn:Professional Photographer|Org Addr:Cranston,Rhode Isla,US|OBA Nature:Provide photography and videog|Invst Rel:N|Title:Professional Photographer|Duties:Setting up sets for taking photographs/video. Taking the photos/video within agreed upon scope of the work. Editing photos/video within agreed|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-61077|OrgNmn:Professional Musician|Org Addr:Cranston,Rhode Isla,US|OBA Nature:Compensated for performing mus|Invst Rel:N|Title:Independent Contractor|Duties:Freelance performing for various groups in Providence and Boston areas. |StrtDt:01-01-16|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10

Other Names

• Jason George Taylor
• Jason Taylor