Jason D. Devlin

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

• 06/2010 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hopewell, NJ
• 06/2010 → 03/2018
  Bank Of America, N.A.
  Pennington, NJ
• 03/2018 → 11/2020
  Tiaa
  Roseland, NJ
• 03/2018 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Roseland, NJ
• 11/2020 → 07/2021
  Charles Schwab & Co., Inc.
  Yardley, PA
• 11/2020 → 07/2021
  Charles Schwab Bank, Ssb
  Yardley, PA
• 08/2021 → Present
  Fidelity Investments
  Bridgewater, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bridgewater, NJ
  Villanova, PA
• 2020-11-17 → 2021-07-27
  Charles Schwab & Co., Inc.
  Yardley, PA
  Wayne, PA
• 2018-03-19 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Roseland, NJ
• 2010-07-01 → 2018-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Jacksonville, FL
  Pennington, NJ
• 2010-04-15 → 2010-06-08
  Wells Fargo Clearing Services, Llc
  Wayne, PA
  Philadelphia, PA
• 2009-07-20 → 2010-02-26
  Citizens Securities, Inc.
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Hockessin, DE
• 2007-02-12 → 2009-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, NC
  Pennington, NJ
  New York, NY
  Pennington, NJ
  Pennington, NJ

Other Businesses

OBA-122986|OrgNmn:Amazon Vine|Org Addr:Levittown,Pennsylvan,US|OBA Nature:Amazon Vine provides free prod|Invst Rel:N|Title:NA|Duties:select and review Amazon Vine products.|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-98706|OrgNmn:JD's Home Automation Solutions|Org Addr:Levittown,Pennsylvan,US|OBA Nature:Home Automation/Networking Sol|Invst Rel:N|Title:owner|Duties:owner, provide home automation solutions and networking solutions to small businesses|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2007-02-09

Other Names

• Jason D Devlin
• Jason D Devlin
• Jason Daniel Devlin
• Jason Devlin