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Ryan Jellum

Strategic Advisers LLC

Vero Beach, FL

Fort Pierce, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States

Fort Pierce, FL • 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
Fidelity Investments Vero Beach FL 03/2024 Present
Charles Schwab & Co., Inc. Plantation FL 08/2021 01/2024
Unemployed Pompano Beach FL 01/2024 03/2024
Brinker International, Inc. Chilis, Multiple Locations, Co Castle Rock CO 01/2011 03/2018
Fidelity Brokerage Services Llc Greenwood Village CO 04/2018 08/2021
Charles Schwab Bank, Ssb Plantation FL 08/2021 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Vero Beach, FL
  • 08/2021 → 01/2024
    Charles Schwab & Co., Inc.
    Plantation, FL
  • 01/2024 → 03/2024
    Unemployed
    Pompano Beach, FL
  • 01/2011 → 03/2018
    Brinker International, Inc. Chilis, Multiple Locations, Co
    Castle Rock, CO
  • 04/2018 → 08/2021
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 08/2021 → 01/2024
    Charles Schwab Bank, Ssb
    Plantation, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vero Beach, FL
  • 2021-08-26 → 2024-01-10
    Charles Schwab & Co., Inc.
    Plantation, FL
    Fort Lauderdale, FL
  • 2019-03-14 → 2021-07-30
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-12
S63 Uniform Securities Agent State Law Examination 2018-05-14
  • S66 Uniform Combined State Law Examination
    2018-10-12
  • S63 Uniform Securities Agent State Law Examination
    2018-05-14
Other Names
  • Ryan Andrew Jellum
  • Ryan Jellum
  • Ryan A Jellum

View on SEC IAPD

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