Jayson Thomas Hanagan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → 02/2018
  Scottrade, Inc.
  Charlotte, NC
• 02/2018 → 03/2018
  Td Ameritrade, Inc.
  St. Louis, MO
• 03/2018 → 09/2018
  Unemployed
  Chesterfield, MO
• 09/2018 → 10/2019
  Beaver Brothers Tree Service Llc
  Chesterfield, MO
• 02/2019 → 07/2019
  Commerce Brokerage Services Inc
  St Louis, MO
• 10/2019 → Present
  Fidelity Brokerage Services Llc
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-11-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Louis, MO
  Chesterfield, MO
• 2019-03-05 → 2019-07-09
  Commerce Brokerage Services, Inc.
  St. Louis, MO
  Clayton, MO
  Clayton, MO
• 2018-03-08 → 2018-04-02
  Td Ameritrade, Inc.
  St. Louis, MO
• 2018-03-08 → 2018-04-02
  Td Ameritrade Investment Management, Llc
  Saint Louis, MO
• 2016-06-16 → 2018-03-12
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-06-15
• S63 Uniform Securities Agent State Law Examination
  1999-02-15

Other Names

• Jayson Thomas Hanagan