Jonathan D. Bobo

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

• 05/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 04/2018 → 05/2019
  Colore Italian Restaurant
  Englewood, CO
• 04/2018 → 06/2018
  Mile High Cajun
  Sheridan, CO
• 12/2017 → 04/2018
  Spice Of Life
  Boulder, CO
• 10/2017 → 11/2017
  Waypoint Consulting
  Westminster, CO
• 09/2013 → 09/2017
  Disys
  Alpharetta, GA
• 09/2015 → 05/2019
  Mpi Enterprise Llc
  Holly Springs, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-13134|OrgNmn:MPI Enterprises LLC|Org Addr:Canton,Georgia,US|OBA Nature:Real Estate--Rental Property|Invst Rel:Y|Title:Own 24.5%|Duties:My dad runs the company (majority holder) and my sister and I just own a portion--no obligations|StrtDt:09-17-15|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-09-04
• S63 Uniform Securities Agent State Law Examination
  2019-09-09

Other Names

• Jonathan Daniel Bobo
• Jonathan Bobo