Jonathan Schuler

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Alpharetta, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Covington	KY	09/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2015 → Present

Fidelity Brokerage Services Llc

Covington, KY
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Alpharetta, GA

Alpharetta, GA
2015-09-21 → 2018-07-13

Strategic Advisers Llc

Covington, KY
2014-06-16 → 2015-03-31

Pelennor Asset Management

Covington, KY

Cincinnati, OH
2011-09-22 → 2014-05-19

Harrisdirect Llc

Farmington Hills, MI

Arlington, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-09-16
S63	Uniform Securities Agent State Law Examination	2008-01-17

S65 Uniform Investment Adviser Law Examination

2011-09-16
S63 Uniform Securities Agent State Law Examination

2008-01-17

Other Names

Jonathan Charles Schuler

View on SEC IAPD

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