Jason Bryant

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-08-20

SC RA
APPROVED

Since 2025-08-20

Branch Locations

210 South Main St, Greenville, SC 29601-2832 • United States

Greer, SC • 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

Organization	City	State	From	To
Lpl Financial Llc	Montgomery	AL	10/2014	10/2024
Invista Advisors	Montgomery	AL	04/2016	10/2024
Fidelity Investments	Greenville	SC	07/2025	Present
Demographic Strategies, Llc	Pike Road	AL	10/2024	07/2025

10/2014 → 10/2024

Lpl Financial Llc

Montgomery, AL
04/2016 → 10/2024

Invista Advisors

Montgomery, AL
07/2025 → Present

Fidelity Investments

Greenville, SC
10/2024 → 07/2025

Demographic Strategies, Llc

Pike Road, AL

Previous Registrations

2016-07-07 → 2024-10-14

Invista Advisors

Montgomery, AL
2014-10-31 → 2016-07-07

Lpl Financial Llc

Montgomery, AL
2011-09-29 → 2014-11-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Montgomery, AL
2009-01-09 → 2011-10-03

Morgan Keegan & Company, Llc

Montgomery, AL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-08

S66 Uniform Combined State Law Examination

2009-01-08

Other Names

Jason Bryant
Jason Jennings Bryant

View on SEC IAPD

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