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Jared Folsom

Strategic Advisers LLC

Exton, PA

Chester Springs, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

300 Main Street, Exton, PA 19341-3707 • United States

Chester Springs, PA • 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
Fidelity Investments Villanova PA 01/2023 Present
Rockland Immunochemicals Pottstown PA 12/2021 01/2022
Rockland Immunochemicals Pottstown PA 06/2021 08/2021
Immaculata University Malvern PA 08/2019 12/2022
Owen J. Roberts High School Pottstown PA 08/2015 06/2019
Desales University Center Valley PA 04/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Villanova, PA
  • 12/2021 → 01/2022
    Rockland Immunochemicals
    Pottstown, PA
  • 06/2021 → 08/2021
    Rockland Immunochemicals
    Pottstown, PA
  • 08/2019 → 12/2022
    Immaculata University
    Malvern, PA
  • 08/2015 → 06/2019
    Owen J. Roberts High School
    Pottstown, PA
  • 04/2022 → 12/2022
    Desales University
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-04
S63 Uniform Securities Agent State Law Examination 2023-04-18
  • S66 Uniform Combined State Law Examination
    2023-05-04
  • S63 Uniform Securities Agent State Law Examination
    2023-04-18
Other Names
  • Jared Christopher Folsom

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA

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