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Jason A. Banks

Strategic Advisers LLC

Saint Augustine, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Saint Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Northeast Securities Inc. Mitchel Field NY 06/2015 07/2017
Insigneo Securities, Llc Miami FL 08/2017 04/2019
Insigneo Advisory Services, Llc Miami FL 12/2018 04/2019
Unemployed Miami FL 05/2019 08/2019
New York Life Insurance Company Sunrise FL 09/2019 10/2020
Nylife Securities, Llc Sunrise FL 10/2019 10/2020
Fidelity Investments Jacksonville FL 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 07/2017
    Northeast Securities Inc.
    Mitchel Field, NY
  • 08/2017 → 04/2019
    Insigneo Securities, Llc
    Miami, FL
  • 12/2018 → 04/2019
    Insigneo Advisory Services, Llc
    Miami, FL
  • 05/2019 → 08/2019
    Unemployed
    Miami, FL
  • 09/2019 → 10/2020
    New York Life Insurance Company
    Sunrise, FL
  • 10/2019 → 10/2020
    Nylife Securities, Llc
    Sunrise, FL
  • 10/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-14
S63 Uniform Securities Agent State Law Examination 2013-10-28
  • S66 Uniform Combined State Law Examination
    2022-04-14
  • S63 Uniform Securities Agent State Law Examination
    2013-10-28
Other Names
  • Jason Allen Banks

View on SEC IAPD

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