Best Investors Account Sign in

Jared Sumner

Strategic Advisers LLC

New Haven, CT

North Haven, CT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

North Haven, CT • 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
Pub Restaurant & Caterers Keene NH 07/2016 02/2017
Stonewall Farm Keene NH 12/2016 11/2017
Keene State College Keene NH 09/2013 12/2017
Margarita'S Mexican Restaurant Keene NH 02/2017 12/2017
C&S Wholesale Grocers Keene NH 11/2017 09/2018
Staples Framingham MA 09/2018 09/2020
Fidelity Investments Smithfield RI 10/2021 Present
Ronnie Diver Plastering Abington MA 09/2020 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 02/2017
    Pub Restaurant & Caterers
    Keene, NH
  • 12/2016 → 11/2017
    Stonewall Farm
    Keene, NH
  • 09/2013 → 12/2017
    Keene State College
    Keene, NH
  • 02/2017 → 12/2017
    Margarita'S Mexican Restaurant
    Keene, NH
  • 11/2017 → 09/2018
    C&S Wholesale Grocers
    Keene, NH
  • 09/2018 → 09/2020
    Staples
    Framingham, MA
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2020 → 09/2021
    Ronnie Diver Plastering
    Abington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-120919|OrgNmn:Instacart Shoppers|Org Addr:San Franci,California,US|OBA Nature:Online grocery delivery|Invst Rel:N|Title:Independent Contractor|Duties:online delivery of groceries |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-69436|OrgNmn:Uber Eats|Org Addr:Abington,Massachuse,US|OBA Nature:Food Delivery |Invst Rel:N|Title:Independent Contractor|Duties:Pickup and deliver food orders to local customers|StrtDt:06-15-22|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
S63 Uniform Securities Agent State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2022-03-14
Other Names
  • Jared Sherlock Sumner

View on SEC IAPD

Other Firms

KREITLER FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
WASHINGTON TRUST ADVISORS
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
ELM STREET ADVISORS, LLC

Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

More in New Haven, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor