Jackson Bliss

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

• 01/2025 → 05/2025
  Ameriprise Financial Services Llc
  Los Angeles, CA
• 05/2025 → 07/2025
  Self-Employed
  West Hollywood, CA
• 07/2014 → 07/2018
  University Of California Irvine
  Irvine, CA
• 06/2024 → 10/2024
  Self-Employed
  Los Angeles, CA
• 10/2024 → 12/2024
  Westpac Wealth Partners
  Glendale, CA
• 06/2022 → 11/2023
  Self-Employed
  Los Angeles, CA
• 08/2018 → 07/2019
  Self-Employed
  Los Angeles, CA
• 11/2023 → 05/2024
  Reach Out Consulting
  Los Angeles, CA
• 07/2025 → Present
  Fidelity Investments
  Sacramento, CA
• 08/2019 → 05/2022
  Bowling Green State University
  Bowling Green, OH

Previous Registrations

• 2025-04-15 → 2025-04-29
  Ameriprise Financial Services, Llc
  West Hollywood, CA
  Los Angeles, CA

Other Businesses

OBA-121527|OrgNmn:Artistic Creation & Production (Music & Literature)|Org Addr:West Holly,California,US|OBA Nature:Professional Author and Musici|Invst Rel:N|Title:Author/Musician|Duties:When I have a new book coming out, I do sometimes give readings in a limited tour, but I would coordinate with my manager to make sure I'm fol|StrtDt:09-01-05|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-04-15

Other Names

• Jonathan Jackson Bliss