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Jase Atwater

Strategic Advisers LLC

Brookfield, WI

Oak Creek, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-04-01
  • WI RA
    APPROVED
    Since 2026-04-01

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Oak Creek, WI • 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
Unemployed Galesburg IL 08/2015 05/2023
Fidelity Investments Brookfield WI 09/2025 Present
Meijer Oak Creek WI 06/2023 08/2025
Charles Schwab Independent Branch Oak Creek WI 05/2023 08/2025
  • 08/2015 → 05/2023
    Unemployed
    Galesburg, IL
  • 09/2025 → Present
    Fidelity Investments
    Brookfield, WI
  • 06/2023 → 08/2025
    Meijer
    Oak Creek, WI
  • 05/2023 → 08/2025
    Charles Schwab Independent Branch
    Oak Creek, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-30
  • S66 Uniform Combined State Law Examination
    2026-03-30
Other Names
  • Jase W Atwater
  • Jase Atwater

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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