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Jason Patrick Dugan

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 7421632

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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
TX RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Legoland Discovery Center Grapevine TX 05/2016 01/2020
Oklahoma Locker Room Norman OK 09/2020 12/2020
A&A Marketing Dallas TX 05/2019 06/2019
Fidelity Investments Westlake TX 06/2020 07/2020
Colleyville Heritage High School Colleyville TX 08/2014 06/2017
University Of Oklahoma Norman OK 08/2017 05/2021
Fidelity Investments Westlake TX 07/2021 Present
  • 05/2016 → 01/2020
    Legoland Discovery Center
    Grapevine, TX
  • 09/2020 → 12/2020
    Oklahoma Locker Room
    Norman, OK
  • 05/2019 → 06/2019
    A&A Marketing
    Dallas, TX
  • 06/2020 → 07/2020
    Fidelity Investments
    Westlake, TX
  • 08/2014 → 06/2017
    Colleyville Heritage High School
    Colleyville, TX
  • 08/2017 → 05/2021
    University Of Oklahoma
    Norman, OK
  • 07/2021 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-13
S63 Uniform Securities Agent State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2025-10-13
  • S63 Uniform Securities Agent State Law Examination
    2022-06-03

View on SEC IAPD

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