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Jared Kahn

Strategic Advisers LLC

Thomaston, CT

West Hartford, CT

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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

Thomaston, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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
Pfs Investments Inc. Pleasant Grove UT 12/2021 04/2023
Primerica Financial Services Pleasant Grove UT 08/2021 04/2023
Unemployed Thomaston CT 06/2021 07/2021
Siena College Loudonville NY 09/2017 05/2021
Thomaston Savings Bank Thomaston CT 05/2020 08/2020
Thomaston Savings Bank Thomaston CT 05/2019 08/2019
Dichello Distributors Inc. Orange CT 06/2018 08/2021
Unemployed Thomaston CT 06/2017 08/2017
Thomaston High School Thomaston CT 08/2013 06/2017
Fidelity Investments West Hartford CT 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 04/2023
    Pfs Investments Inc.
    Pleasant Grove, UT
  • 08/2021 → 04/2023
    Primerica Financial Services
    Pleasant Grove, UT
  • 06/2021 → 07/2021
    Unemployed
    Thomaston, CT
  • 09/2017 → 05/2021
    Siena College
    Loudonville, NY
  • 05/2020 → 08/2020
    Thomaston Savings Bank
    Thomaston, CT
  • 05/2019 → 08/2019
    Thomaston Savings Bank
    Thomaston, CT
  • 06/2018 → 08/2021
    Dichello Distributors Inc.
    Orange, CT
  • 06/2017 → 08/2017
    Unemployed
    Thomaston, CT
  • 08/2013 → 06/2017
    Thomaston High School
    Thomaston, CT
  • 04/2023 → Present
    Fidelity Investments
    West Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-10
S63 Uniform Securities Agent State Law Examination 2022-03-11
  • S65 Uniform Investment Adviser Law Examination
    2023-11-10
  • S63 Uniform Securities Agent State Law Examination
    2022-03-11
Other Names
  • Jared David Kahn

View on SEC IAPD

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