Jonathan J Thomas

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

• 06/2019 → 08/2019
  J. Gallerani Landscaping
  Wellesley, MA
• 02/2018 → 02/2019
  Stride Right Power Skating Inc
  Auburndale, MA
• 06/2017 → 08/2017
  Unemployed
  Wellesley, MA
• 05/2025 → 08/2025
  Unemployed
  Wellesley, MA
• 06/2020 → 08/2020
  Wellesley Country Club
  Wellesley, MA
• 05/2024 → 08/2024
  Winsor Development
  Natick, MA
• 05/2022 → 08/2022
  Wellesley Country Club
  Wellesley, MA
• 09/2019 → 03/2021
  Valley Associates Inc
  Haverhill, MA
• 08/2016 → 06/2017
  Monsignor Haddad Middle School
  Needham, MA
• 08/2017 → 06/2021
  Wellesley High School
  Wellesley, MA
• 08/2021 → 05/2025
  Providence College
  Providence, RI
• 06/2023 → 08/2023
  Dedham Country And Polo Club
  Dedham, MA
• 08/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2023 → 06/2023
  Wellesley Country Club
  Wellesley, MA
• 06/2021 → 08/2021
  Wellesley Country Club
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15

Other Names

• Jonathan Thomas
• Jonathan James Thomas