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Jason J. Litwin

Strategic Advisers LLC

Henderson, NV

Henderson, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Henderson, NV • 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
Charles Schwab & Co., Inc. Edina MN 02/2019 06/2022
Globe Co., Inc Fremont CA 06/2018 11/2018
Modern Portable Belmont CA 01/2017 02/2018
University Of Nevada Reno NV 08/2012 05/2017
N/A Fremont CA 03/2018 05/2018
Buffalo Wild Wings Indianapolis IN 11/2018 06/2019
Charles Schwab Bank, Ssb Edina MN 08/2020 06/2022
Fidelity Investments Henderson NV 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 06/2022
    Charles Schwab & Co., Inc.
    Edina, MN
  • 06/2018 → 11/2018
    Globe Co., Inc
    Fremont, CA
  • 01/2017 → 02/2018
    Modern Portable
    Belmont, CA
  • 08/2012 → 05/2017
    University Of Nevada
    Reno, NV
  • 03/2018 → 05/2018
    N/A
    Fremont, CA
  • 11/2018 → 06/2019
    Buffalo Wild Wings
    Indianapolis, IN
  • 08/2020 → 06/2022
    Charles Schwab Bank, Ssb
    Edina, MN
  • 06/2022 → Present
    Fidelity Investments
    Henderson, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Henderson, NV
  • 2019-09-16 → 2022-07-07
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-16
  • S66 Uniform Combined State Law Examination
    2019-09-16
Designations
Other Names
  • Jason Litwin
  • Jason John Litwin

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
CHARLES SCHWAB & CO., INC.

Other Investors

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Farhad Kalanaki
Madhu sudan Sharma
Daniel Carvallo
LIZETTE LARA
Adam William Turek
Markus William Gamett
TROY DUKE ERWIN

Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
CHARLES SCHWAB & CO., INC. · Henderson, NV

More in Henderson, NV

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