Jason C. Saks

Strategic Advisers LLC

Phoenixville, PA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenixville, PA • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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

Organization	City	State	From	To
The Vanguard Group Inc.	Malvern	PA	08/2006	11/2019
Pruco Securities Llc	Exton	PA	03/2020	03/2021
Unemployed	Phoenixville	PA	12/2019	03/2020
The Prudential Insurance Company Of America	Exton	PA	09/2020	03/2021
Fidelity Investments	Princeton	NJ	03/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2006 → 11/2019

The Vanguard Group Inc.

Malvern, PA
03/2020 → 03/2021

Pruco Securities Llc

Exton, PA
12/2019 → 03/2020

Unemployed

Phoenixville, PA
09/2020 → 03/2021

The Prudential Insurance Company Of America

Exton, PA
03/2021 → Present

Fidelity Investments

Princeton, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-03-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Princeton, NJ
2020-10-02 → 2021-03-09

Pruco Securities, Llc.

Exton, PA

Camp Hill, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-03

S66 Uniform Combined State Law Examination

2005-09-03

Other Names

Jason Saks
Jason Christopher Saks

View on SEC IAPD

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