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Jonah Stevens

Strategic Advisers LLC

Redmond, WA

Monroe, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
WA RA APPROVED 2025-05-09
  • TX RA
    APPROVED
    Since 2026-01-06
  • WA RA
    APPROVED
    Since 2025-05-09

Branch Locations

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States

Monroe, WA • 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
Harris Teeter Surf City NC 06/2018 05/2019
Apple Seattle WA 09/2019 01/2022
U.S. Bank Kirkland WA 11/2022 10/2024
Levi Strauss Tulalip WA 02/2022 10/2022
Student Hampstead NC 06/2012 06/2019
Kornerstone Bistro Wilmington NC 03/2018 02/2019
Fidelity Investments Redmond WA 10/2024 Present
Amazon Flex Monroe WA 06/2023 10/2024
Student Monroe WA 06/2019 08/2022
  • 06/2018 → 05/2019
    Harris Teeter
    Surf City, NC
  • 09/2019 → 01/2022
    Apple
    Seattle, WA
  • 11/2022 → 10/2024
    U.S. Bank
    Kirkland, WA
  • 02/2022 → 10/2022
    Levi Strauss
    Tulalip, WA
  • 06/2012 → 06/2019
    Student
    Hampstead, NC
  • 03/2018 → 02/2019
    Kornerstone Bistro
    Wilmington, NC
  • 10/2024 → Present
    Fidelity Investments
    Redmond, WA
  • 06/2023 → 10/2024
    Amazon Flex
    Monroe, WA
  • 06/2019 → 08/2022
    Student
    Monroe, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07
Other Names
  • Jonah Stevens
  • Jonah Nicolas Stevens

View on SEC IAPD

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FIREBRAND WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
TRUVISTA ADVISORS LLC
OSAIC WEALTH, INC.

Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

More in Redmond, WA

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