Brendan Jackson

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

• 06/2017 → 10/2017
  Tavern In The Square
  Littleton, MA
• 06/2016 → 05/2018
  Landmark School
  Prides Crossing, MA
• 08/2018 → 05/2022
  Roger Williams University
  Bristol, RI
• 06/2018 → 08/2018
  The Deck
  Salisbury, MA
• 06/2019 → 08/2019
  The Deck
  Salisbury, MA
• 06/2020 → 08/2020
  The Deck
  Salisbury, MA
• 06/2021 → 08/2021
  The Deck
  Salisbury, MA
• 06/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19
• S63 Uniform Securities Agent State Law Examination
  2022-10-05

Other Names

• Brendan Charles Jackson
• Brendan Jackson