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Jason Erno

Strategic Advisers LLC

Golden Valley, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-04
TX RA APPROVED 2025-12-04
  • MN RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2025-12-04

Branch Locations

Golden Valley, MN • 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
Prgi Minneapolis MN 08/2006 07/2024
Unemployed Roseville MN 07/2024 10/2024
Thrivent Financial Appleton WI 10/2024 01/2025
Unemployed Bloomington MN 01/2025 02/2025
Uber Bloomington MN 02/2025 09/2025
Lyft Bloomington MN 03/2025 10/2025
Hich Bloomington MN 07/2025 10/2025
Fidelity Investments St.PAul MN 10/2025 Present
  • 08/2006 → 07/2024
    Prgi
    Minneapolis, MN
  • 07/2024 → 10/2024
    Unemployed
    Roseville, MN
  • 10/2024 → 01/2025
    Thrivent Financial
    Appleton, WI
  • 01/2025 → 02/2025
    Unemployed
    Bloomington, MN
  • 02/2025 → 09/2025
    Uber
    Bloomington, MN
  • 03/2025 → 10/2025
    Lyft
    Bloomington, MN
  • 07/2025 → 10/2025
    Hich
    Bloomington, MN
  • 10/2025 → Present
    Fidelity Investments
    St.PAul, MN
Previous Registrations
Other Businesses

OBA-124182|OrgNmn:Uber|Org Addr:Bloomingto,Minnesota,US|OBA Nature:I drive for Uber|Invst Rel:N|Title:Independent Contractor|Duties:I drive whenever I want|StrtDt:10-20-25|TotHrs/mon:30|TrdHrs/mon:0|OBA-124251|OrgNmn:LYFT |Org Addr:BLOOMINGTO,Minnesota,US|OBA Nature:Ridesharing |Invst Rel:N|Title:Driver |Duties:Driving whenever I want outside of my Fidelity work schedule |StrtDt:10-20-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-23
S63 Uniform Securities Agent State Law Examination 2024-12-10
  • S66 Uniform Combined State Law Examination
    2025-01-23
  • S63 Uniform Securities Agent State Law Examination
    2024-12-10
Other Names
  • Jason Michael Erno
  • Jason Erno

View on SEC IAPD

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