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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
DC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Broadlands, VA • 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
Fidelity Brokerage Services, Inc. San Francisco CA 06/1993 Present
Fidelity Personal Trust Company, Fsb San Francisco CA 06/1993 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1993 → Present
    Fidelity Brokerage Services, Inc.
    San Francisco, CA
  • 06/1993 → Present
    Fidelity Personal Trust Company, Fsb
    San Francisco, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Broadlands, VA
    Tysons Corner, VA
  • 1997-07-08 → 2018-07-13
    Campbell, CA
    Reston, VA
    Washington, DC
    Reston, VA
  • 2003-08-04 → 2004-09-24
    Fidelity Personal Trust Company, Fsb
    San Francisco, CA
Other Businesses

OBA-131107|OrgNmn:Rooted Soul Yoga|Org Addr:Ashburn,Virginia,US|OBA Nature:Yoga studio|Invst Rel:N|Title:Partner|Duties:listed as co owner on LLC for ownership. my wife is running the business|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-07
S63 Uniform Securities Agent State Law Examination 1993-07-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-07
  • S63 Uniform Securities Agent State Law Examination
    1993-07-30
Other Names
  • Jon Wasilausky
  • Jonathan Niel Wasilausky

View on SEC IAPD

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