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Jason Buzzard

Strategic Advisers LLC

Kansas City, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kansas City, MO • 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
Pacific Life Insurance Company Omaha NE 03/2008 01/2019
Wells Fargo Clearing Services, Llc Mission Woods KS 08/2019 12/2022
Certapro Painters Lenexa KS 02/2019 05/2019
Fidelity Investments Independence MO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2008 → 01/2019
    Pacific Life Insurance Company
    Omaha, NE
  • 08/2019 → 12/2022
    Wells Fargo Clearing Services, Llc
    Mission Woods, KS
  • 02/2019 → 05/2019
    Certapro Painters
    Lenexa, KS
  • 01/2023 → Present
    Fidelity Investments
    Independence, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-125280|OrgNmn:Jason Buzzard|Org Addr:Kansas Cit,Missouri,US|OBA Nature:I am requesting approval for a|Invst Rel:N|Title:Author|Duties:I want to self publish my own books. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-01
  • S66 Uniform Combined State Law Examination
    2020-12-01
Other Names
  • Jason Buzzard
  • Jason Dean Buzzard

View on SEC IAPD

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