Jonathan L Balsavich

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
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Troy, MI • United States

Lake Orion, MI • 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
Edward Jones	St. Louis	MO	01/2018	09/2019
The Home Depot	Naperville	IL	06/2017	01/2018
Lowe's Home Improvement	Bolingbrook	IL	03/2016	06/2017
Fidelity Brokerage Services	Troy	MI	10/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2018 → 09/2019

Edward Jones

St. Louis, MO
06/2017 → 01/2018

The Home Depot

Naperville, IL
03/2016 → 06/2017

Lowe's Home Improvement

Bolingbrook, IL
10/2019 → Present

Fidelity Brokerage Services

Troy, MI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-04-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Troy, MI
2018-04-10 → 2019-09-06

Edward Jones

Wheaton, IL

Carol Stream, IL

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-30

S66 Uniform Combined State Law Examination

2018-03-30

Designations

Other Names

Jonathan Loren Balsavich

View on SEC IAPD

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