Jonathon Knight

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

• 07/2014 → 02/2018
  Scottrade, Inc.
  Arlington Heights, IL
• 02/2018 → 10/2022
  Td Ameritrade, Inc.
  Barrington, IL
• 02/2018 → 10/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 10/2022 → Present
  Fidelity Investments
  Mount Prospect, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Prospect, IL
• 2022-01-26 → 2022-10-10
  Charles Schwab & Co., Inc.
  Schaumburg, IL
• 2018-02-27 → 2022-10-10
  Td Ameritrade, Inc.
  Barrington, IL
  Schaumburg, IL
• 2018-02-26 → 2022-10-10
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Barrington, IL
  Schaumburg, IL
  Schaumburg, IL
• 2016-06-28 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2013-06-24 → 2014-07-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Lincolnshire, IL
  Chicago, IL
  Buffalo Grove, IL
  Lincolnshire, IL
• 2006-12-06 → 2013-06-03
  T. Rowe Price Advisory Services, Inc.
  Oak Brook, IL
  Northbrook, IL
• 2006-09-28 → 2006-10-11
  Harrisdirect Llc
  Jersey City, NJ
• 2003-02-19 → 2004-08-26
  Harrisdirect Llc
  Chicago, IL
• 2000-09-12 → 2003-02-13
  Charles Schwab & Co., Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2000-05-22
• S63 Uniform Securities Agent State Law Examination
  1992-08-21

Other Names

• Jonathon Carrol Knight