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Jason Vick

Strategic Advisers LLC

Lander, WY

Lander, WY

Broomfield, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-02-12
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WY RA
    APPROVED
    Since 2026-02-12
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

665 6Th St Ct, Lander, WY 82520 • United States

Lander, WY • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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, Llc Greenwood Village CO 09/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 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
    Lakewood, CO
    Broomfield, CO
  • 2013-10-08 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
    Broomfield, CO
  • 2013-03-22 → 2013-09-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Denver, CO
  • 2005-10-25 → 2006-02-01
    Chase Investment Services Corp.
    Greenwood, CO
  • 2005-01-01 → 2005-10-26
    Waddell & Reed
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-20
S65 Uniform Investment Adviser Law Examination 1996-12-16
S63 Uniform Securities Agent State Law Examination 1996-08-16
  • S66 Uniform Combined State Law Examination
    2013-03-20
  • S65 Uniform Investment Adviser Law Examination
    1996-12-16
  • S63 Uniform Securities Agent State Law Examination
    1996-08-16
Other Names
  • Jason Christopher Vick
  • Jason C Vick

View on SEC IAPD

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