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Jason Stallo

Strategic Advisers LLC

Covington, KY

Brookville, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Brookville, IN • 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
The Prudential Insurance Company Of America West Harrison IN 02/2013 01/2018
Pruco Securities Llc West Harrison IN 02/2013 01/2018
Fidelity Brokerage Services Llc Covington KY 02/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2013 → 01/2018
    The Prudential Insurance Company Of America
    West Harrison, IN
  • 02/2013 → 01/2018
    Pruco Securities Llc
    West Harrison, IN
  • 02/2018 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 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
    Covington, KY
    Brookville, IN
  • 2018-04-06 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
  • 2017-11-30 → 2018-01-31
    Pruco Securities, Llc.
    Cincinnati, OH
    West Harrison, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-09
S63 Uniform Securities Agent State Law Examination 2013-05-23
  • S65 Uniform Investment Adviser Law Examination
    2017-11-09
  • S63 Uniform Securities Agent State Law Examination
    2013-05-23
Other Names
  • Jason William Stallo
  • Jason Stallo

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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