Daniel James Jackson

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

• 11/2006 → Present
  Fidelity Brokerage Services, Llc.
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2001-01-01 → 2006-02-17
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Other Businesses

OBA-124295|OrgNmn:Davenport Beach Club|Org Addr:New Rochel,New York,US|OBA Nature:Beach Club|Invst Rel:N|Title:Board Member|Duties:Volenteer position on Board of Directors for the club, make decisons on Food, Member events|StrtDt:11-01-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1999-05-12

Other Names

• Daniel J Jackson