Best Investors Account Sign in

Jackson Durant

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 8061265

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-26
  • FL RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • 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
Pinch-A-Penny Orlando FL 06/2024 11/2024
University Of Central Florida Orlando FL 08/2020 08/2024
The Local Neptune Beach Neptune Beach FL 05/2021 08/2021
Paxon School For Advanced Studies Jacksonville FL 07/2016 07/2020
Msl Cpas And Advisors Orlando FL 01/2024 06/2024
Unemployed Orlando FL 11/2024 02/2025
Fidelity Investments Jacksonville FL 03/2025 Present
Pinch-A-Penny Orlando FL 08/2022 01/2024
Chuy'S Tex-Mex Jacksonville FL 06/2018 03/2020
  • 06/2024 → 11/2024
    Pinch-A-Penny
    Orlando, FL
  • 08/2020 → 08/2024
    University Of Central Florida
    Orlando, FL
  • 05/2021 → 08/2021
    The Local Neptune Beach
    Neptune Beach, FL
  • 07/2016 → 07/2020
    Paxon School For Advanced Studies
    Jacksonville, FL
  • 01/2024 → 06/2024
    Msl Cpas And Advisors
    Orlando, FL
  • 11/2024 → 02/2025
    Unemployed
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2022 → 01/2024
    Pinch-A-Penny
    Orlando, FL
  • 06/2018 → 03/2020
    Chuy'S Tex-Mex
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2025-06-05
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-06-05

View on SEC IAPD

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor