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Jane Rose Matson

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • 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
Maple Capital Management Montpelier VT 07/2020 08/2020
Fidelity Investments Tigard OR 07/2021 Present
University Of Vermont Burlington VT 08/2017 05/2021
Rowayton Elementary School/ Roton Middle School/ Brien Mcmahon Norwalk CT 08/2005 06/2017
Wyndham Destinations Jeffersonville VT 06/2019 08/2019
Woodway Country Club Stamford CT 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 08/2020
    Maple Capital Management
    Montpelier, VT
  • 07/2021 → Present
    Fidelity Investments
    Tigard, OR
  • 08/2017 → 05/2021
    University Of Vermont
    Burlington, VT
  • 08/2005 → 06/2017
    Rowayton Elementary School/ Roton Middle School/ Brien Mcmahon
    Norwalk, CT
  • 06/2019 → 08/2019
    Wyndham Destinations
    Jeffersonville, VT
  • 05/2018 → 08/2018
    Woodway Country Club
    Stamford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
S63 Uniform Securities Agent State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2022-06-17
  • S63 Uniform Securities Agent State Law Examination
    2021-11-15

View on SEC IAPD

Other Firms

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TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

More in Tigard, OR

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