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Jason Swanson

Strategic Advisers LLC

Sunnyvale, CA

Sunnyvale, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sunnyvale, CA • United States

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • 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
Morgan Stanley Temple Terrace FL 09/2022 11/2023
Palfish Beijing 05/2018 09/2022
Fun Language International (Bangkok) Ltd Bangkok 10/2017 10/2018
Entree Express, Llp Chico CA 10/2010 07/2017
Fidelity Investments Sunnyvale CA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 11/2023
    Morgan Stanley
    Temple Terrace, FL
  • 05/2018 → 09/2022
    Palfish
    Beijing
  • 10/2017 → 10/2018
    Fun Language International (Bangkok) Ltd
    Bangkok
  • 10/2010 → 07/2017
    Entree Express, Llp
    Chico, CA
  • 12/2023 → Present
    Fidelity Investments
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
  • 2022-12-20 → 2023-11-24
    Morgan Stanley
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
  • S66 Uniform Combined State Law Examination
    2022-12-19
Other Names
  • Jason A Swanson
  • Jason Alfred Swanson

View on SEC IAPD

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