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Jason Robert Vallee

Strategic Advisers LLC

Merrimack, NH

Wilmington, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Wilmington, MA • 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
Two Men And A Truck (An3 Boston Lll) Wilmington MA 03/2018 03/2022
Merrimack Valley Pavillion (Wicked Cheesy) Tewksbury MA 06/2017 11/2017
Red Heat Tavern Wilmington MA 12/2016 05/2017
Heav'NLy Donuts Wilmington MA 04/2016 10/2016
Full Time Student Wilmington MA 11/2017 03/2018
Fidelity Investments Merrimack NH 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 03/2022
    Two Men And A Truck (An3 Boston Lll)
    Wilmington, MA
  • 06/2017 → 11/2017
    Merrimack Valley Pavillion (Wicked Cheesy)
    Tewksbury, MA
  • 12/2016 → 05/2017
    Red Heat Tavern
    Wilmington, MA
  • 04/2016 → 10/2016
    Heav'NLy Donuts
    Wilmington, MA
  • 11/2017 → 03/2018
    Full Time Student
    Wilmington, MA
  • 06/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Other Names
  • Jason Robert Vallee
  • Jason Vallee

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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