Jason Edwards

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

• 07/2016 → 10/2018
  Barnes And Noble
  Northville, MI
• 09/2018 → 01/2021
  Thrivent Investment Managment Inc
  Allen Park, MI
• 10/2018 → 02/2019
  Thrivent Financial
  Appleton, WI
• 02/2019 → 01/2021
  Thrivent Financial
  Appleton, WI
• 01/2021 → 10/2021
  Atmos Planning
  Colorado Springs, CO
• 01/2021 → 11/2021
  Public Square Llc
  Detroit, MI
• 11/2021 → Present
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Surprise, AZ
  Salt Lake City, UT
• 2018-11-29 → 2021-01-22
  Thrivent Investment Management Inc.
  Carmel, IN
  Allen Park, MI
  Detroit, MI

Exams

• S66 Uniform Combined State Law Examination
  2018-11-28

Other Names

• Jason Aaron Edwards
• Jason Edwards