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Jason Anthony Edwards

Strategic Advisers LLC

Tustin, 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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Tustin, CA • 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
Dlj Financial Costa Mesa CA 03/2016 10/2016
Quest Capital Strategies, Inc. Lake Forest CA 08/2016 12/2016
Nationstar Mortgage Dba Gold Coast Capital Lewisville TX 06/2013 06/2022
Quest Capital Strategies, Inc. Lake Forest CA 01/2017 06/2017
Triton Pacific Securities, Llc Dana Point CA 11/2022 12/2022
Job Search Irvine CA 07/2022 10/2022
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments Westlake TX 03/2023 Present
  • 03/2016 → 10/2016
    Dlj Financial
    Costa Mesa, CA
  • 08/2016 → 12/2016
    Quest Capital Strategies, Inc.
    Lake Forest, CA
  • 06/2013 → 06/2022
    Nationstar Mortgage Dba Gold Coast Capital
    Lewisville, TX
  • 01/2017 → 06/2017
    Quest Capital Strategies, Inc.
    Lake Forest, CA
  • 11/2022 → 12/2022
    Triton Pacific Securities, Llc
    Dana Point, CA
  • 07/2022 → 10/2022
    Job Search
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2023 → Present
    Fidelity Investments
    Westlake, TX
Previous Registrations
  • 2023-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
  • 2017-01-30 → 2017-02-09
    Quest Capital Strategies, Inc.
    Newport Beach, CA
    Laguna Hills, CA
    Laguna Hills, CA
  • 2016-10-04 → 2016-12-31
    Quest Capital Strategies, Inc.
    Newport Beach, CA
    Laguna Hills, CA
    Laguna Hills, CA
  • 2012-05-04 → 2012-06-22
    Newport Coast Securities, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-30
S66 Uniform Combined State Law Examination 2022-11-30
S63 Uniform Securities Agent State Law Examination 2022-11-05
  • S65 Uniform Investment Adviser Law Examination
    2022-11-30
  • S66 Uniform Combined State Law Examination
    2022-11-30
  • S63 Uniform Securities Agent State Law Examination
    2022-11-05
Other Names
  • Jason Anthony Edwards
  • Jason A Edwards
  • Grayson Anthony
  • Jason Edwards

View on SEC IAPD

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