Jason Salvino

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

• 01/2019 → 10/2021
  T. Rowe Price
  Owings Mills, MD
• 06/2018 → 01/2019
  Unemployed
  Delta, PA
• 09/2017 → 06/2018
  Pacific Lutheran University
  Parkland, WA
• 06/2017 → 09/2017
  United Parcel Service
  Seatte, WA
• 06/2014 → 06/2017
  Pacific Lutheran University
  Parkland, WA
• 06/2016 → 09/2016
  Fred Meyer
  Sumner, WA
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Jacobus, PA
• 2021-03-10 → 2021-10-14
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2021-03-09
• S63 Uniform Securities Agent State Law Examination
  2020-01-16

Other Names

• Jason Salvino
• Jason Bernette Salvino