Sean A Jaussi

Strategic Advisers LLC

The Woodlands, TX

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Spring, TX • United States

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	American Fork	UT	09/2014	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2014 → Present

Fidelity Brokerage Services Llc

American Fork, UT
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

The Woodlands, TX

Spring, TX
2016-09-08 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

American Fork, UT

Other Businesses

OBA-14018|OrgNmn:Red Bird Consultants|Org Addr:Liberty Hi,Texas,US|OBA Nature:Helping small businesses devel|Invst Rel:N|Title:partner|Duties:Sales, marketing, and consulting|StrtDt:12-14-16|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-27
S63	Uniform Securities Agent State Law Examination	2014-10-27

S66 Uniform Combined State Law Examination

2016-08-27
S63 Uniform Securities Agent State Law Examination

2014-10-27

Other Names

Sean August Jaussi

View on SEC IAPD

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