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Jared William Landis

Strategic Advisers LLC

Reno, NV

Reno, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-05-07
TX RA APPROVED_RES 2025-03-31
  • NV RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States

Reno, NV • 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
Charles Schwab & Co., Inc. Newport Beach CA 09/2015 12/2018
Charles Schwab Bank Newport Beach CA 11/2016 12/2018
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 12/2018
    Charles Schwab & Co., Inc.
    Newport Beach, CA
  • 11/2016 → 12/2018
    Charles Schwab Bank
    Newport Beach, CA
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2015-10-08 → 2018-12-24
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Newport Beach, CA
    Lone Tree, CO
  • 2014-07-09 → 2015-05-26
    Usaa Financial Planning Services
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-25
S63 Uniform Securities Agent State Law Examination 2013-06-14
  • S66 Uniform Combined State Law Examination
    2014-06-25
  • S63 Uniform Securities Agent State Law Examination
    2013-06-14
Other Names
  • Jared William Landis
  • Jared W Landis
  • Jared Landis

View on SEC IAPD

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Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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