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Jason Wittbrodt

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Los Angeles, CA • 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
Ucsb Furniture Services Isla Vista CA 06/2017 08/2017
Pi Beta Phi Sorority Isla Vista CA 09/2017 12/2017
Pay Junction Isla Vista CA 06/2018 03/2020
Gosite Pacific Palisades CA 09/2020 07/2021
Education Pacific Palisades CA 09/2016 06/2017
Education Isla Vista CA 01/2018 06/2018
Education Isla Vista CA 03/2020 06/2020
Unemployed Pacific Palisades CA 06/2020 09/2020
Fidelity Investments Pasadena CA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Ucsb Furniture Services
    Isla Vista, CA
  • 09/2017 → 12/2017
    Pi Beta Phi Sorority
    Isla Vista, CA
  • 06/2018 → 03/2020
    Pay Junction
    Isla Vista, CA
  • 09/2020 → 07/2021
    Gosite
    Pacific Palisades, CA
  • 09/2016 → 06/2017
    Education
    Pacific Palisades, CA
  • 01/2018 → 06/2018
    Education
    Isla Vista, CA
  • 03/2020 → 06/2020
    Education
    Isla Vista, CA
  • 06/2020 → 09/2020
    Unemployed
    Pacific Palisades, CA
  • 07/2021 → Present
    Fidelity Investments
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-06
S63 Uniform Securities Agent State Law Examination 2022-01-15
  • S66 Uniform Combined State Law Examination
    2022-06-06
  • S63 Uniform Securities Agent State Law Examination
    2022-01-15

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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