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Jason Thompson

Strategic Advisers LLC

Smithfield, RI

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-16
TX RA APPROVED_RES 2026-04-16
  • OH RA
    APPROVED
    Since 2026-04-16
  • TX RA
    APPROVED_RES
    Since 2026-04-16

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Columbus, OH • 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
Self-Employed - Independent Golf Caddie Columbus OH 05/2022 12/2022
Fidelity Investments Columbus OH 03/2026 Present
Cambridge Investment Research Inc Fairfield IA 05/2025 08/2025
Unemployed East Liverpool OH 05/2013 12/2019
Comprehensive Wealth Partners Powell OH 12/2022 05/2025
Unemployed Columbus OH 08/2025 03/2026
Hoffman Old Collier Golf Club Llc Naples FL 12/2019 05/2022
  • 05/2022 → 12/2022
    Self-Employed - Independent Golf Caddie
    Columbus, OH
  • 03/2026 → Present
    Fidelity Investments
    Columbus, OH
  • 05/2025 → 08/2025
    Cambridge Investment Research Inc
    Fairfield, IA
  • 05/2013 → 12/2019
    Unemployed
    East Liverpool, OH
  • 12/2022 → 05/2025
    Comprehensive Wealth Partners
    Powell, OH
  • 08/2025 → 03/2026
    Unemployed
    Columbus, OH
  • 12/2019 → 05/2022
    Hoffman Old Collier Golf Club Llc
    Naples, FL
Previous Registrations
Other Businesses

OBA-128324|OrgNmn:Gatos Malos LLC|Org Addr:Columbus,Ohio,US|OBA Nature:Inactive LLC, No services, pro|Invst Rel:N|Title:Owner|Duties:None - LLC is inactive|StrtDt:11-01-24|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-128323|OrgNmn:VVCBUS Properties LLC|Org Addr:Columbus,Ohio,US|OBA Nature:LLC formed for real estate hol|Invst Rel:Y|Title:Owner|Duties:None as I am a passive owner and receives no ongoing income|StrtDt:11-01-13|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
S63 Uniform Securities Agent State Law Examination 1996-04-03
  • S66 Uniform Combined State Law Examination
    2023-04-17
  • S63 Uniform Securities Agent State Law Examination
    1996-04-03
Other Names
  • Jason Lloyd Thompson
  • Jason Thompson

View on SEC IAPD

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