Best Investors Account Sign in
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-22
CA RA APPROVED 2025-10-08
  • TX RA
    APPROVED
    Since 2026-05-22
  • CA RA
    APPROVED
    Since 2025-10-08

Branch Locations

Los Angeles, CA • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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
Jason Dennis Culver City CA 07/2017 10/2017
Fidelity Investments Los Angeles CA 07/2025 Present
Interpublic Inc Omaha NE 01/2024 03/2024
Jason Dennis Los Angeles CA 04/2022 01/2024
Plp Entertainment Inc Dba Revolution Payroll Burbank CA 10/2017 12/2017
Jason Dennis Culver City CA 03/2018 08/2018
Jason Dennis Culver City CA 08/2016 05/2017
Jason Dennis Culver City CA 12/2017 02/2018
Jason Dennis Los Angeles CA 09/2024 06/2025
New Caps Llc Burbank CA 07/2021 08/2021
Interpublic Inc Omaha NE 02/2022 04/2022
Jason Dennis Los Angeles CA 03/2024 07/2024
Plp Entertainment Inc Dba Revolution Payroll Burbank CA 02/2018 03/2018
New Caps Llc Burbank CA 06/2017 06/2017
Jason Dennis Culver City CA 08/2018 07/2021
Interpublic Inc Omaha NE 08/2021 10/2021
Jason Dennis Los Angeles CA 10/2021 02/2022
Atrium Payroll Services Pittsburgh PA 07/2024 09/2024
  • 07/2017 → 10/2017
    Jason Dennis
    Culver City, CA
  • 07/2025 → Present
    Fidelity Investments
    Los Angeles, CA
  • 01/2024 → 03/2024
    Interpublic Inc
    Omaha, NE
  • 04/2022 → 01/2024
    Jason Dennis
    Los Angeles, CA
  • 10/2017 → 12/2017
    Plp Entertainment Inc Dba Revolution Payroll
    Burbank, CA
  • 03/2018 → 08/2018
    Jason Dennis
    Culver City, CA
  • 08/2016 → 05/2017
    Jason Dennis
    Culver City, CA
  • 12/2017 → 02/2018
    Jason Dennis
    Culver City, CA
  • 09/2024 → 06/2025
    Jason Dennis
    Los Angeles, CA
  • 07/2021 → 08/2021
    New Caps Llc
    Burbank, CA
  • 02/2022 → 04/2022
    Interpublic Inc
    Omaha, NE
  • 03/2024 → 07/2024
    Jason Dennis
    Los Angeles, CA
  • 02/2018 → 03/2018
    Plp Entertainment Inc Dba Revolution Payroll
    Burbank, CA
  • 06/2017 → 06/2017
    New Caps Llc
    Burbank, CA
  • 08/2018 → 07/2021
    Jason Dennis
    Culver City, CA
  • 08/2021 → 10/2021
    Interpublic Inc
    Omaha, NE
  • 10/2021 → 02/2022
    Jason Dennis
    Los Angeles, CA
  • 07/2024 → 09/2024
    Atrium Payroll Services
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-04-23
Other Names
  • Jason Dennis
  • Jason Singleton Dennis

View on SEC IAPD

More in Los Angeles, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor