Jason D. Boothroyd

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Hollis, NH • United States

820 Constitution Avenue, Littleton, MA 01460-1137 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	New Haven	CT	05/2012	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2012 → Present

Fidelity Brokerage Services Llc

New Haven, CT
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

Hollis, NH

Littleton, MA
2012-05-30 → 2018-07-13

Strategic Advisers Llc

New Haven, CT

Portland, OR
2010-12-02 → 2012-05-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Glastonbury, CT

Hartford, CT
2010-09-07 → 2010-12-22

Msi Financial Services, Inc.

Glastonbury, CT
2009-09-09 → 2010-05-24

Morgan Stanley

West Hartford, CT
2007-05-03 → 2009-08-20

Strategic Advisers Llc

Stamford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-29

S66 Uniform Combined State Law Examination

2006-06-29

Other Names

Jason D Boothroyd
Jason Douglas Boothroyd
Jason D Boothroyd

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