Jason Omar Henderson

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

• 04/2019 → 04/2022
  Suntrust Investment Services Inc
  Atlanta, GA
• 04/2019 → 04/2022
  Suntrust Bank
  Silver Spring, MD
• 04/2018 → 03/2019
  Suntrust Bank
  Rockville, MD
• 03/2016 → 04/2018
  Suntrust Bank
  Columbia, MD
• 04/2022 → Present
  Fidelity Investments
  Columbia, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Columbia, MD
• 2020-03-11 → 2022-04-19
  Truist Advisory Services, Inc.
  Silver Spring, MD
  Silver Spring, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-06
• S63 Uniform Securities Agent State Law Examination
  2019-06-28

Other Names

• Jason Omar Henderson
• Jason Henderson
• Jason O Henderson