Jason Robert Meyer

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 09/2018
  Tradewinds Carmel
  Carmel, CA
• 09/2019 → 12/2019
  Associated Students Inc.
  San Luis Obispo, CA
• 06/2020 → 06/2021
  Doordash
  San Luis Obispo, CA
• 08/2013 → 06/2017
  Carmel High School
  Carmel, CA
• 09/2017 → 06/2021
  California Polytechnic State University, San Luis Obispo
  San Luis Obispo, CA
• 06/2021 → 10/2021
  Unemployed
  Carmel, CA
• 10/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-116731|OrgNmn:DoorDash Delivery Driver|Org Addr:Denver,Colorado,US|OBA Nature:I would be working as a delive|Invst Rel:N|Title:Delivery Driver|Duties:Pick up and deliver food from restaraunts to residences.|StrtDt:02-20-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-11-15
• S63 Uniform Securities Agent State Law Examination
  2022-02-04