Jon Seward

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

• 09/2017 → 05/2018
  Unemployed
  Charleston, SC
• 05/2017 → 08/2017
  Renaissance Golf Club
  Haverhill, MA
• 06/2018 → 08/2018
  Sands Investment Group
  Mount Pleasant, SC
• 05/2018 → 10/2018
  Royal Parking Inc
  Charleston, SC
• 07/2019 → 12/2019
  Kiawah Island Club
  Johns Island, SC
• 08/2018 → 10/2018
  Unemployed
  Charleston, SC
• 03/2021 → 08/2021
  At&T
  Charleston, SC
• 02/2019 → 06/2019
  Unemployed
  Charleston, SC
• 01/2020 → 11/2020
  Nolan Transportation Group
  North Charleston, SC
• 12/2024 → Present
  Fidelity Investments
  Mount Pleasant, SC
• 12/2021 → 11/2024
  Smartsheet
  Newbury, MA
• 04/2015 → 04/2017
  Unemployed
  Charleston, SC
• 11/2018 → 01/2019
  Halls Chophouse
  Charleston, SC
• 05/2018 → 09/2018
  Sticky Fingers
  Mount Pleasant, SC
• 12/2020 → 02/2021
  Unemployed
  Charleston, SC
• 09/2021 → 11/2021
  Unemployed
  Charleston, SC

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2025-08-01