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Jason Bo

Strategic Advisers LLC

Sugar Land, TX

Houston, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States

Houston, TX • 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
Takemetothewater New York NY 11/2015 08/2017
Td Ameritrade Reseda CA 06/2019 06/2022
Td Ameritrade St. Louis MO 01/2018 06/2019
Unemployed Jersity City NJ 07/2017 01/2018
United Airlines New York NY 08/2016 06/2017
New York University New York NY 09/2013 07/2017
Fidelity Investments Sugar Land TX 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 08/2017
    Takemetothewater
    New York, NY
  • 06/2019 → 06/2022
    Td Ameritrade
    Reseda, CA
  • 01/2018 → 06/2019
    Td Ameritrade
    St. Louis, MO
  • 07/2017 → 01/2018
    Unemployed
    Jersity City, NJ
  • 08/2016 → 06/2017
    United Airlines
    New York, NY
  • 09/2013 → 07/2017
    New York University
    New York, NY
  • 06/2022 → Present
    Fidelity Investments
    Sugar Land, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sugar Land, TX
  • 2022-01-26 → 2022-06-23
    Charles Schwab & Co., Inc.
    Encino, CA
    Encino, CA
  • 2021-09-29 → 2022-06-23
    Td Ameritrade, Inc.
    Thousand Oaks, CA
    Encino, CA
  • 2021-09-29 → 2022-06-23
    Td Ameritrade Investment Management, Llc
    Encino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-28
  • S66 Uniform Combined State Law Examination
    2021-09-28
Other Names
  • Shengjia Bo
  • Shengjia Bo
  • Jason Shengjia Bo
  • Jason Bo

View on SEC IAPD

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