Jack Baldschun

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-09-03
TX	RA	APPROVED	2025-09-03

OR RA
APPROVED

Since 2025-09-03
TX RA
APPROVED

Since 2025-09-03

Branch Locations

Portland, OR • 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
Equitable Advisors, Llc	New York	NY	03/2022	04/2023
University Of Oregon	Eugene	OR	09/2016	06/2020
Bakken Industries, Inc.	Vancouver	WA	06/2019	09/2019
Subway	Portland	OR	06/2018	09/2018
College Hunks Hauling Junk & Moving	Portland	OR	06/2017	09/2017
Abercrombie & Fitch	Tigard	OR	06/2016	09/2016
Unemployed	Portland	OR	06/2020	03/2022
Fidelity Investments	Portland	OR	05/2023	Present

03/2022 → 04/2023

Equitable Advisors, Llc

New York, NY
09/2016 → 06/2020

University Of Oregon

Eugene, OR
06/2019 → 09/2019

Bakken Industries, Inc.

Vancouver, WA
06/2018 → 09/2018

Subway

Portland, OR
06/2017 → 09/2017

College Hunks Hauling Junk & Moving

Portland, OR
06/2016 → 09/2016

Abercrombie & Fitch

Tigard, OR
06/2020 → 03/2022

Unemployed

Portland, OR
05/2023 → Present

Fidelity Investments

Portland, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-30
S63	Uniform Securities Agent State Law Examination	2022-06-06

S66 Uniform Combined State Law Examination

2025-08-30
S63 Uniform Securities Agent State Law Examination

2022-06-06

Other Names

Jack Baldschun
Jack Henry Baldschun

View on SEC IAPD

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