Jonathan N Wasilausky

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

• 06/1993 → 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
  Strategic Advisers Llc
  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

• 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