Jason Arzate Murillo

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

• 05/2017 → 08/2018
  Willow Glen Creamery
  San Jose, CA
• 05/2019 → 03/2023
  Securitas
  San Jose, CA
• 08/2017 → 03/2020
  Armacost Library
  Redlands, CA
• 05/2020 → 03/2023
  Doordash, Inc
  San Jose, CA
• 05/2022 → 08/2022
  New York Life Insurance
  San Jose, CA
• 03/2013 → 05/2017
  Bellarmine College Preparatory
  San Jose, CA
• 08/2017 → 04/2022
  University Of Redlands
  Redlands, CA
• 03/2023 → Present
  Fidelity Investments
  San Jose, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Jason Arzate
• Jason Arzate Murillo
• Jason Arzatemurillo