Jonathan Baker

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

• 09/2022 → 12/2022
  Delta Development Group
  Mechanicsburg, PA
• 06/2015 → 06/2023
  Koopman Lumber
  Grafton, MA
• 08/2021 → 11/2021
  United Parcel Service
  Carlisle, PA
• 06/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2006 → 09/2019
  Whitinsville
  Whitinsville, MA
• 08/2019 → 05/2023
  Messiah University
  Mechanicsburg, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-11-01

Other Names

• Jonathan Baker
• Jonathan H Baker