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Jason Lyons

Strategic Advisers LLC

Carlsbad, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Carlsbad, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • 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
E*Trade Securities Llc San Diego CA 07/2006 02/2020
E*Trade Capital Management Llc San Diego CA 12/2007 02/2020
Diegan Armada Carlsbad CA 08/2010 12/2018
E*Trade Securities Llc San Diego CA 02/2020 07/2023
E*Trade Capital Management Llc San Diego CA 02/2020 07/2023
Morgan Stanley San Diego CA 01/2023 07/2023
Fidelity Investments San Diego CA 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2006 → 02/2020
    E*Trade Securities Llc
    San Diego, CA
  • 12/2007 → 02/2020
    E*Trade Capital Management Llc
    San Diego, CA
  • 08/2010 → 12/2018
    Diegan Armada
    Carlsbad, CA
  • 02/2020 → 07/2023
    E*Trade Securities Llc
    San Diego, CA
  • 02/2020 → 07/2023
    E*Trade Capital Management Llc
    San Diego, CA
  • 01/2023 → 07/2023
    Morgan Stanley
    San Diego, CA
  • 08/2023 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2008-01-24 → 2023-08-10
    Harrisdirect Llc
    Arlington, VA
    San Diego, CA
    La Jolla, CA
    San Diego, CA
  • 2023-03-23 → 2023-08-10
    Morgan Stanley
    Purchase, NY
    San Diego, CA
  • 2006-06-06 → 2006-06-28
    T. Rowe Price Advisory Services, Inc.
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-19
S63 Uniform Securities Agent State Law Examination 2005-10-31
  • S66 Uniform Combined State Law Examination
    2006-05-19
  • S63 Uniform Securities Agent State Law Examination
    2005-10-31
Other Names
  • Jason J Lyons
  • Jason Lyons

View on SEC IAPD

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